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

Sanctuary 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 		$1.87M Sell
28,305
-6,438
-19% -$464K 0.01% 988
2025
Q4 		$2.32M Sell
34,743
-627
-2% -$42.4K 0.01% 852
2025
Q3 		$2.6M Sell
35,370
-2,092
-6% -$149K 0.01% 760
2025
Q2 		$2.46M Buy
37,462
+2,087
+6% +$137K 0.02% 761
2025
Q1 		$2.31M Buy
35,375
+16,409
+87% +$1.11M 0.02% 727
2024
Q4 		$1.28M Buy
18,966
+596
+3% +$45.1K 0.01% 1103
2024
Q3 		$1.35M Buy
18,370
+1,882
+11% +$156K 0.01% 1103
2024
Q2 		$1.37M Buy
+16,488
New +$1.4M 0.01% 1017

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