Key Financial Inc’s A.O. Smith AOS Stock Holding History

Key Financial Inc’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	$9.43K	Hold	143	–	–	﹤0.01%	895
2025 Q4	$9.56K	Hold	143	–	–	﹤0.01%	895
2025 Q3	$10.5K	Hold	143	–	–	﹤0.01%	869
2025 Q2	$9.38K	Hold	143	–	–	﹤0.01%	871
2025 Q1	$9.35K	Hold	143	–	–	﹤0.01%	833
2024 Q4	$9.75K	Hold	143	–	–	﹤0.01%	815
2024 Q3	$12.8K	Hold	143	–	–	﹤0.01%	737
2024 Q2	$11.7K	Buy	143 +10	+8%	+$846	﹤0.01%	739
2024 Q1	$11.9K	Hold	133	–	–	﹤0.01%	710
2023 Q4	$11K	Hold	133	–	–	﹤0.01%	716
2023 Q3	$8.79K	Hold	133	–	–	﹤0.01%	752
2023 Q2	$9.68K	Hold	133	–	–	﹤0.01%	738
2023 Q1	$9.2K	Hold	133	–	–	﹤0.01%	704
2022 Q4	$6.46K	Hold	133	–	–	﹤0.01%	733
2022 Q3	$6K	Hold	133	–	–	﹤0.01%	740
2022 Q2	$7K	Hold	133	–	–	﹤0.01%	709
2022 Q1	$8K	Hold	133	–	–	﹤0.01%	679
2021 Q4	$11K	Hold	133	–	–	0.01%	567
2021 Q3	$8K	Hold	133	–	–	﹤0.01%	614
2021 Q2	$9K	Buy	+133	New	+$9.18K	0.01%	581

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