KAS
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Kestra Advisory Services’s A.O. Smith AOS Stock Holding History

Kestra Advisory Services’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 		– Sell
-2,134
Closed -$143K – 3170
2025
Q4 		$143K Buy
+2,134
New +$144K ﹤0.01% 3162
2024
Q1 		– Sell
-5,011
Closed -$413K – 2455
2023
Q4 		$413K Sell
5,011
-1,086
-18% -$80.1K ﹤0.01% 1637
2023
Q3 		$403K Buy
+6,097
New +$433K ﹤0.01% 1485
2023
Q1 		– Sell
-4,195
Closed -$240K – 2059
2022
Q4 		$240K Sell
4,195
-8,242
-66% -$461K ﹤0.01% 1898
2022
Q3 		$604K Buy
12,437
+8,746
+237% +$502K 0.01% 1214
2022
Q2 		$202K Buy
+3,691
New +$221K ﹤0.01% 1889

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return