Kessler Investment Group’s A.O. Smith AOS Stock Holding History

Kessler Investment Group’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
2025 Q3	–	Sell	-36	Closed	-$2.36K	–	90
2025 Q2	$2.36K	Sell	36 -110	-75%	-$7.2K	﹤0.01%	176
2025 Q1	$9.54K	Sell	146 -4,567	-97%	-$309K	﹤0.01%	150
2024 Q4	$321K	Sell	4,713 -339	-7%	-$25.7K	0.15%	67
2024 Q3	$454K	Sell	5,052 -35	-0.7%	-$2.9K	0.23%	57
2024 Q2	$416K	Buy	5,087 +173	+4%	+$14.6K	0.22%	59
2024 Q1	$440K	Buy	4,914 +1,764	+56%	+$145K	0.27%	48
2023 Q4	$260K	Sell	3,150 -34	-1%	-$2.51K	0.16%	53
2023 Q3	$211K	Sell	3,184 -255	-7%	-$18.1K	0.18%	53
2023 Q2	$250K	Hold	3,439	–	–	0.18%	53
2023 Q1	$238K	Buy	+3,439	New	+$224K	0.16%	63

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Impax Asset Management Group

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

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

American Century Companies

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

Fidelity Investments

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return