RIL
AOS icon

Rothschild Investment LLC’s A.O. Smith AOS Stock Holding History

Rothschild Investment LLC’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 		$19.1K Sell
290
-204
-41% -$14.7K ﹤0.01% 1435
2025
Q4 		$33K Buy
494
+107
+28% +$7.23K ﹤0.01% 1152
2025
Q3 		$28.4K Buy
387
+375
+3,125% +$26.8K ﹤0.01% 1150
2025
Q2 		$787 Sell
12
-88
-88% -$5.76K ﹤0.01% 2582
2025
Q1 		$6.54K Buy
100
+40
+67% +$2.7K ﹤0.01% 1315
2024
Q4 		$4.09K Sell
60
-25
-29% -$1.89K ﹤0.01% 1424
2024
Q3 		$7.64K Sell
85
-10
-11% -$828 ﹤0.01% 1183
2024
Q2 		$7.77K Buy
95
+5
+6% +$423 ﹤0.01% 1143
2024
Q1 		$8.05K Hold
90
– – ﹤0.01% 1082
2023
Q4 		$7.42K Buy
+90
New +$6.64K ﹤0.01% 1030

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