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Legacy Capital Wealth Partners’s A.O. Smith AOS Stock Holding History

Legacy Capital Wealth Partners’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 		$261K Sell
3,958
-18
-0.5% -$1.3K 0.05% 318
2025
Q4 		$266K Buy
3,976
+89
+2% +$6.01K 0.06% 322
2025
Q3 		$285K Sell
3,887
-85
-2% -$6.07K 0.06% 320
2025
Q2 		$260K Buy
3,972
+171
+4% +$11.2K 0.06% 321
2025
Q1 		$248K Buy
+3,801
New +$257K 0.06% 314
2024
Q4 		– Sell
-2,437
Closed -$219K – 341
2024
Q3 		$219K Sell
2,437
-345
-12% -$28.6K 0.04% 328
2024
Q2 		$228K Buy
+2,782
New +$235K 0.06% 275
2024
Q1 		– Sell
-2,800
Closed -$231K – 128
2023
Q4 		$231K Buy
+2,800
New +$206K 0.07% 257

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