S&CO Inc’s A.O. Smith AOS Stock Holding History

S&CO Inc’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
2025 Q4	–	Sell	-2,990	Closed	-$219K	–	221
2025 Q3	$219K	Buy	+2,990	New	+$213K	0.01%	216
2024 Q4	–	Sell	-2,400	Closed	-$215K	–	211
2024 Q3	$215K	Buy	+2,400	New	+$199K	0.01%	208
2024 Q2	–	Sell	-2,400	Closed	-$214K	–	218
2024 Q1	$214K	Buy	+2,400	New	+$198K	0.02%	204
2022 Q1	–	Sell	-2,400	Closed	-$206K	–	190
2021 Q4	$206K	Buy	+2,400	New	+$183K	0.01%	188

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 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 New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return