LGT Financial Advisors’s A.O. Smith AOS Stock Holding History

LGT Financial Advisors’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
2025 Q3	–	Sell	-2	Closed	-$131	–	401
2025 Q2	$131	Sell	2 -69	-97%	-$4.51K	﹤0.01%	580
2025 Q1	$4.61K	Sell	71 -617	-90%	-$41.7K	0.01%	234
2024 Q4	$46.9K	Hold	688	–	–	0.1%	155
2024 Q3	$61.8K	Sell	688 -387	-36%	-$32K	0.15%	102
2024 Q2	$87.9K	Sell	1,075 -1,576	-59%	-$133K	0.19%	96
2024 Q1	$237K	Sell	2,651 -104	-4%	-$8.58K	0.28%	79
2023 Q4	$227K	Buy	2,755 +58	+2%	+$4.28K	0.28%	78
2023 Q3	$178K	Sell	2,697 -170	-6%	-$12.1K	0.23%	94
2023 Q2	$209K	Sell	2,867 -526	-16%	-$36K	0.22%	115
2023 Q1	$235K	Buy	+3,393	New	+$221K	0.44%	69

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return