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
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

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