LRI Investments’s A.O. Smith AOS Stock Holding History

LRI Investments’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 Q2	$11.7K	Buy	186 +9	+5%	+$545	﹤0.01%	918
2026 Q1	$11.7K	Hold	177	–	–	﹤0.01%	848
2025 Q4	$11.8K	Hold	177	–	–	﹤0.01%	820
2025 Q3	$13K	Hold	177	–	–	﹤0.01%	809
2025 Q2	$11.6K	Hold	177	–	–	﹤0.01%	811
2025 Q1	$11.6K	Hold	177	–	–	﹤0.01%	766
2024 Q4	$12.1K	Hold	177	–	–	﹤0.01%	753
2024 Q3	$12.9K	Sell	177 -80	-31%	-$6.62K	﹤0.01%	731
2024 Q2	$21K	Hold	257	–	–	﹤0.01%	595
2024 Q1	$23K	Buy	+257	New	+$21.2K	0.01%	361

Other funds holding AOS

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return