Larson Financial Group’s A.O. Smith AOS Stock Holding History

Larson Financial 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
2026 Q1	$66K	Buy	1,001 +359	+56%	+$25.9K	﹤0.01%	1200
2025 Q4	$43K	Buy	642 +155	+32%	+$10.5K	﹤0.01%	1307
2025 Q3	$35.8K	Buy	487 +197	+68%	+$14.1K	﹤0.01%	1311
2025 Q2	$19K	Buy	290 +114	+65%	+$7.46K	﹤0.01%	1514
2025 Q1	$11.5K	Buy	176 +14	+9%	+$946	﹤0.01%	1581
2024 Q4	$11.1K	Sell	162 -10	-6%	-$757	﹤0.01%	1446
2024 Q3	$15.5K	Sell	172 -1,011	-85%	-$83.7K	﹤0.01%	1306
2024 Q2	$96.8K	Sell	1,183 -3,237	-73%	-$274K	0.01%	658
2024 Q1	$395K	Buy	4,420 +1,713	+63%	+$141K	0.03%	270
2023 Q4	$223K	Buy	2,707 +677	+33%	+$49.9K	0.02%	332
2023 Q3	$134K	Buy	2,030 +434	+27%	+$30.8K	0.01%	398
2023 Q2	$116K	Buy	1,596 +226	+16%	+$15.5K	0.01%	404
2023 Q1	$94.7K	Buy	1,370 +6	+0.4%	+$390	0.01%	444
2022 Q4	$78.1K	Buy	1,364 +7	+0.5%	+$391	0.01%	440
2022 Q3	$66K	Buy	+1,357	New	+$77.9K	0.01%	409

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