RCA
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Resonant Capital Advisors’s A.O. Smith AOS Stock Holding History

Resonant Capital 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 		$523K Buy
+7,926
New +$571K 0.03% 262
2024
Q3 		– Sell
-4,144
Closed -$339K – 353
2024
Q2 		$339K Buy
4,144
+26
+0.6% +$2.2K 0.03% 247
2024
Q1 		$368K Sell
4,118
-6
-0.1% -$495 0.03% 235
2023
Q4 		$340K Sell
4,124
-994
-19% -$73.3K 0.03% 219
2023
Q3 		$338K Sell
5,118
-31
-0.6% -$2.2K 0.04% 205
2023
Q2 		$375K Buy
5,149
+31
+0.6% +$2.12K 0.04% 182
2023
Q1 		$354K Sell
5,118
-992
-16% -$64.5K 0.04% 186
2022
Q4 		$350K Sell
6,110
-71
-1% -$3.97K 0.04% 191
2022
Q3 		$300K Buy
6,181
+29
+0.5% +$1.67K 0.05% 188
2022
Q2 		$336K Buy
6,152
+40
+0.7% +$2.4K 0.05% 186
2022
Q1 		$403K Sell
6,112
-16
-0.3% -$1.16K 0.06% 157
2021
Q4 		$526K Sell
6,128
-872
-12% -$66.5K 0.08% 136
2021
Q3 		$427K Hold
7,000
– – 0.07% 138
2021
Q2 		$504K Hold
7,000
– – 0.1% 110
2021
Q1 		$473K Hold
7,000
– – 0.1% 112
2020
Q4 		$384K Hold
7,000
– – 0.09% 124
2020
Q3 		$370K Hold
7,000
– – 0.11% 112
2020
Q2 		$330K Hold
7,000
– – 0.1% 136
2020
Q1 		$265K Hold
7,000
– – 0.1% 166
2019
Q4 		$333K Buy
+7,000
New +$339K 0.11% 167

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VCM
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VPM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return