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NBC Securities’s A.O. Smith AOS Stock Holding History

NBC Securities’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 		$6.59K Hold
100
– – ﹤0.01% 2041
2025
Q4 		$6.69K Hold
100
– – ﹤0.01% 2129
2025
Q3 		$7.34K Hold
100
– – ﹤0.01% 2094
2025
Q2 		$6K Sell
100
-52
-34% -$3.4K ﹤0.01% 2060
2025
Q1 		$9K Buy
+152
New +$10.3K ﹤0.01% 1742
2024
Q4 		– Sell
-206
Closed -$18K – 1283
2024
Q3 		$18K Hold
206
– – ﹤0.01% 1539
2024
Q2 		$16K Sell
206
-41
-17% -$3.47K ﹤0.01% 1523
2024
Q1 		$22K Hold
247
– – ﹤0.01% 1416
2023
Q4 		$20K Sell
247
-16
-6% -$1.18K ﹤0.01% 1471
2023
Q3 		$17K Buy
+263
New +$18.7K ﹤0.01% 1513

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