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Kestra Private Wealth Services’s A.O. Smith AOS Stock Holding History

Kestra Private Wealth 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 		$1.65M Buy
24,972
+1,370
+6% +$98.7K 0.02% 622
2025
Q4 		$1.58M Sell
23,602
-3,162
-12% -$214K 0.02% 627
2025
Q3 		$1.96M Sell
26,764
-4,387
-14% -$313K 0.03% 528
2025
Q2 		$2.04M Buy
31,151
+5,533
+22% +$362K 0.03% 491
2025
Q1 		$1.67M Buy
25,618
+9,347
+57% +$632K 0.03% 509
2024
Q4 		$1.11M Buy
+16,271
New +$1.23M 0.02% 612
2024
Q3 		– Sell
-5,095
Closed -$417K – 1370
2024
Q2 		$417K Sell
5,095
-1,586
-24% -$134K 0.01% 904
2024
Q1 		$598K Buy
6,681
+3,271
+96% +$270K 0.01% 730
2023
Q4 		$281K Buy
+3,410
New +$251K 0.01% 978

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