PFS
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Prospera Financial Services’s A.O. Smith AOS Stock Holding History

Prospera Financial 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
2026
Q2 		$259K Buy
4,135
+55
+1% +$3.33K ﹤0.01% 1292
2026
Q1 		$269K Buy
4,080
+819
+25% +$59K ﹤0.01% 1243
2025
Q4 		$218K Buy
3,261
+126
+4% +$8.51K ﹤0.01% 1261
2025
Q3 		$230K Buy
3,135
+79
+3% +$5.64K ﹤0.01% 1244
2025
Q2 		$200K Buy
+3,056
New +$200K ﹤0.01% 1255
2022
Q3 		– Sell
-161
Closed -$9K – 868
2022
Q2 		$9K Sell
161
-1,779
-92% -$107K ﹤0.01% 1354
2022
Q1 		$124K Buy
+1,940
New +$141K 0.01% 1042
2020
Q4 		– Sell
-38
Closed -$2K – 717
2020
Q3 		$2K Buy
+38
New +$1.9K ﹤0.01% 1436

Other funds holding AOS

SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return