SAM
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Smartleaf Asset Management’s A.O. Smith AOS Stock Holding History

Smartleaf Asset 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 		$166K Buy
2,610
+218
+9% +$15.7K 0.01% 860
2025
Q4 		$162K Buy
2,392
+2,030
+561% +$137K 0.01% 905
2025
Q3 		$26.3K Buy
362
+75
+26% +$5.35K ﹤0.01% 1694
2025
Q2 		$18.8K Sell
287
-65
-18% -$4.25K ﹤0.01% 1576
2025
Q1 		$23.1K Sell
352
-219
-38% -$14.8K ﹤0.01% 1540
2024
Q4 		$38.8K Buy
571
+47
+9% +$3.56K ﹤0.01% 1291
2024
Q3 		$47.5K Buy
524
+130
+33% +$10.8K 0.01% 939
2024
Q2 		$32.3K Buy
394
+294
+294% +$24.9K 0.01% 863
2024
Q1 		$8.88K Buy
+100
New +$8.25K ﹤0.01% 1041

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