Machina Capital’s A.O. Smith AOS Stock Holding History

Machina Capital’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	$685K	Sell	10,392 -22,319	-68%	-$1.61M	0.13%	201
2025 Q4	$2.19M	Buy	+32,711	New	+$2.21M	0.42%	82
2023 Q4	–	Sell	-9,685	Closed	-$640K	–	245
2023 Q3	$640K	Buy	+9,685	New	+$688K	0.36%	113
2022 Q4	–	Sell	-5,569	Closed	-$271K	–	145
2022 Q3	$271K	Buy	+5,569	New	+$320K	0.57%	85
2022 Q2	–	Sell	-5,505	Closed	-$352K	–	125
2022 Q1	$352K	Buy	+5,505	New	+$401K	0.77%	49
2021 Q4	–	Sell	-7,295	Closed	-$446K	–	125
2021 Q3	$446K	Buy	+7,295	New	+$510K	0.96%	30
2019 Q3	–	Sell	-214	Closed	-$10K	–	317
2019 Q2	$10K	Buy	+214	New	+$10.5K	﹤0.01%	458
2019 Q1	–	Sell	-13,637	Closed	-$582K	–	471
2018 Q4	$582K	Buy	+13,637	New	+$627K	0.38%	111

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