Summit Securities Group’s A.O. Smith AOS Stock Holding History

Summit Securities Group’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	$1.19K	Sell	18 -150	-89%	-$10.8K	﹤0.01%	986
2025 Q4	$11.2K	Sell	168 -30	-15%	-$2.03K	﹤0.01%	880
2025 Q3	$14.5K	Buy	198 +120	+154%	+$8.56K	﹤0.01%	835
2025 Q2	$5.11K	Sell	78 -901	-92%	-$58.9K	﹤0.01%	972
2025 Q1	$64K	Buy	+979	New	+$66.2K	0.04%	289
2024 Q1	–	Sell	-1	Closed	–	–	456
2023 Q4	$0	Buy	+1	New	+$74	﹤0.01%	659
2023 Q3	–	Sell	-162	Closed	-$12K	–	560
2023 Q2	$12K	Sell	162 -88	-35%	-$6.03K	0.01%	745
2023 Q1	$17K	Buy	250 +123	+97%	+$7.99K	﹤0.01%	644
2022 Q4	$7K	Buy	127 +126	+12,600%	+$7.04K	﹤0.01%	1062
2022 Q3	$0	Sell	1 -272	-100%	-$15.6K	﹤0.01%	919
2022 Q2	$15K	Buy	273 +219	+406%	+$13.1K	0.01%	800
2022 Q1	$3K	Buy	+54	New	+$3.93K	﹤0.01%	1014

Other funds holding AOS

Fidelity Investments

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return