RWM
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Revisor Wealth Management’s A.O. Smith AOS Stock Holding History

Revisor Wealth Management’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 		$404K Sell
6,130
-417
-6% -$30.1K 0.11% 201
2025
Q4 		$476K Sell
6,547
-7
-0.1% -$473 0.13% 172
2025
Q3 		$456K Sell
6,554
-1,552
-19% -$111K 0.16% 140
2025
Q2 		$570K Buy
8,106
+839
+12% +$54.9K 0.21% 113
2025
Q1 		$475K Buy
7,267
+4,265
+142% +$288K 0.21% 115
2024
Q4 		$204K Sell
3,002
-1,081
-26% -$81.9K 0.19% 120
2024
Q3 		$367K Buy
4,083
+132
+3% +$10.9K 0.23% 105
2024
Q2 		$323K Sell
3,951
-3,260
-45% -$276K 0.22% 105
2024
Q1 		$620K Buy
7,211
+3,799
+111% +$313K 0.28% 90
2023
Q4 		$281K Sell
3,412
-463
-12% -$34.1K 0.32% 84
2023
Q3 		$256K Buy
3,875
+74
+2% +$5.25K 0.22% 127
2023
Q2 		$277K Sell
3,801
-521
-12% -$35.7K 0.25% 119
2023
Q1 		$299K Buy
+4,322
New +$281K 0.27% 99

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