Pathstone Holdings
AOS icon

Pathstone Holdings’s A.O. Smith AOS Stock Holding History

Pathstone Holdings’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 		$967K Buy
14,669
+937
+7% +$67.5K ﹤0.01% 1426
2025
Q4 		$918K Sell
13,732
-2,400
-15% -$162K ﹤0.01% 1459
2025
Q3 		$1.18M Buy
16,132
+1,715
+12% +$122K ﹤0.01% 1322
2025
Q2 		$945K Sell
14,417
-606
-4% -$39.6K ﹤0.01% 1420
2025
Q1 		$982K Buy
15,023
+907
+6% +$61.3K ﹤0.01% 1391
2024
Q4 		$963K Buy
14,116
+1,235
+10% +$93.5K ﹤0.01% 1383
2024
Q3 		$1.16M Sell
12,881
-912
-7% -$75.5K 0.01% 1284
2024
Q2 		$1.13M Sell
13,793
-468
-3% -$39.6K 0.01% 1257
2024
Q1 		$1.28M Sell
14,261
-415
-3% -$34.2K 0.01% 1133
2023
Q4 		$1.21M Buy
+14,676
New +$1.08M 0.01% 970

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VCM
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VPM
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State Street
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Invesco
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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