OQS
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Occudo Quantitative Strategies’s A.O. Smith AOS Stock Holding History

Occudo Quantitative Strategies’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 		$3.32M Buy
+53,763
New +$3.87M 0.18% 165
2025
Q3 		– Sell
-43,855
Closed -$2.88M – 661
2025
Q2 		$2.88M Buy
43,855
+39,460
+898% +$2.58M 0.32% 83
2025
Q1 		$288K Buy
4,395
+940
+27% +$63.5K 0.04% 478
2024
Q4 		$236K Buy
+3,455
New +$262K 0.04% 520
2022
Q4 		– Sell
-81,706
Closed -$3.97M – 943
2022
Q3 		$3.97M Buy
81,706
+47,433
+138% +$2.72M 0.31% 59
2022
Q2 		$1.87M Buy
34,273
+17,668
+106% +$1.06M 0.15% 193
2022
Q1 		$1.06M Buy
+16,605
New +$1.21M 0.09% 366

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