Meeder Advisory Services’s A.O. Smith AOS Stock Holding History

Meeder Advisory Services’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 Q4	–	Sell	-4,813	Closed	-$353K	–	665
2025 Q3	$353K	Buy	4,813 +1,014	+27%	+$72.4K	0.02%	450
2025 Q2	$249K	Buy	3,799 +612	+19%	+$40K	0.01%	528
2025 Q1	$208K	Buy	+3,187	New	+$215K	0.01%	541
2024 Q4	–	Sell	-3,291	Closed	-$296K	–	560
2024 Q3	$296K	Sell	3,291 -395	-11%	-$32.7K	0.02%	439
2024 Q2	$301K	Buy	+3,686	New	+$312K	0.02%	404

Other funds holding AOS

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $653B AUM 32.41% 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

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return