Jump Financial’s A.O. Smith AOS Stock Holding History

Jump Financial’s Portfolio AOS Stock Details AOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.23M	Buy	94,477 +14,197	+18%	+$1.02M	0.09%	290
2025 Q4	$5.37M	Sell	80,280 -8,691	-10%	-$587K	0.07%	355
2025 Q3	$6.53M	Sell	88,971 -320,386	-78%	-$22.9M	0.08%	329
2025 Q2	$26.8M	Buy	409,357 +382,129	+1,403%	+$25M	0.33%	68
2025 Q1	$1.78M	Sell	27,228 -42,605	-61%	-$2.88M	0.03%	617
2024 Q4	$4.76M	Buy	69,833 +67,261	+2,615%	+$5.09M	0.1%	271
2024 Q3	$231K	Buy	+2,572	New	+$213K	﹤0.01%	1415
2024 Q2	–	Sell	-8,495	Closed	-$760K	–	1784
2024 Q1	$760K	Sell	8,495 -19,578	-70%	-$1.61M	0.02%	959
2023 Q4	$2.31M	Sell	28,073 -19,920	-42%	-$1.47M	0.07%	334
2023 Q3	$3.17M	Sell	47,993 -57,312	-54%	-$4.07M	0.12%	219
2023 Q2	$7.66M	Buy	+105,305	New	+$7.21M	0.28%	50
2022 Q4	–	Sell	-10,452	Closed	-$507K	–	1548
2022 Q3	$507K	Buy	10,452 +4,318	+70%	+$248K	0.02%	897
2022 Q2	$335K	Buy	+6,134	New	+$368K	0.01%	1019
2021 Q4	–	Sell	-6,080	Closed	-$372K	–	1359
2021 Q3	$372K	Buy	+6,080	New	+$425K	0.03%	575
2021 Q2	–	Sell	-3,493	Closed	-$236K	–	1063
2021 Q1	$236K	Sell	3,493 -968	-22%	-$58.9K	0.02%	708
2020 Q4	$244K	Buy	+4,461	New	+$246K	0.04%	685

Other funds holding AOS

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return