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Rational Advisors’s A.O. Smith AOS Stock Holding History

Rational Advisors’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 		$2.44K Hold
37
– – ﹤0.01% 177
2025
Q4 		$2.48K Sell
37
-5
-12% -$338 ﹤0.01% 182
2025
Q3 		$3.08K Sell
42
-30
-42% -$2.14K ﹤0.01% 190
2025
Q2 		$4.72K Buy
+72
New +$4.71K ﹤0.01% 190
2021
Q1 		– Sell
-1,753
Closed -$96K – 178
2020
Q4 		$96K Buy
1,753
+1,739
+12,421% +$95.9K 0.03% 181
2020
Q3 		$1K Buy
+14
New +$699 ﹤0.01% 506
2019
Q2 		– Sell
-29,042
Closed -$1.55M – 558
2019
Q1 		$1.55M Buy
+29,042
New +$1.44M 0.42% 82
2016
Q4 		– Sell
-2,000
Closed -$99K – 212
2016
Q3 		$99K Hold
2,000
– – 0.07% 243
2016
Q2 		$88K Buy
+2,000
New +$80.7K 0.06% 177
2015
Q3 		$104K Sell
3,200
-1,520
-32% -$52K 0.04% 212
2015
Q2 		$170K Buy
4,720
+1,120
+31% +$38.6K 0.06% 183
2015
Q1 		$118K Sell
3,600
-400
-10% -$12.2K 0.03% 217
2014
Q4 		$113K Buy
+4,000
New +$104K 0.02% 259

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