TI
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Tidal Investments’s A.O. Smith AOS Stock Holding History

Tidal Investments’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 		$2M Buy
30,365
+559
+2% +$40.3K 0.01% 1144
2025
Q4 		$1.99M Buy
29,806
+14,161
+91% +$957K 0.01% 954
2025
Q3 		$1.15M Sell
15,645
-3,532
-18% -$252K ﹤0.01% 1150
2025
Q2 		$1.26M Sell
19,177
-1,902
-9% -$124K 0.01% 929
2025
Q1 		$1.38M Sell
21,079
-651
-3% -$44K 0.01% 837
2024
Q4 		$1.48M Buy
21,730
+7,775
+56% +$589K 0.01% 826
2024
Q3 		$1.25M Sell
13,955
-5,104
-27% -$422K 0.01% 884
2024
Q2 		$1.56M Sell
19,059
-2,341
-11% -$198K 0.02% 674
2024
Q1 		$1.91M Buy
21,400
+11,663
+120% +$962K 0.03% 551
2023
Q4 		$803K Sell
9,737
-1,353
-12% -$99.8K 0.02% 732
2023
Q3 		$733K Buy
11,090
+2,047
+23% +$145K 0.02% 663
2023
Q2 		$658K Sell
9,043
-5,220
-37% -$357K 0.02% 691
2023
Q1 		$986K Buy
14,263
+2,949
+26% +$192K 0.03% 500
2022
Q4 		$648K Sell
11,314
-883
-7% -$49.4K 0.02% 581
2022
Q3 		$593K Sell
12,197
-1,407
-10% -$80.8K 0.02% 511
2022
Q2 		$744K Buy
13,604
+2,231
+20% +$134K 0.03% 462
2022
Q1 		$727K Buy
11,373
+1,721
+18% +$125K 0.02% 529
2021
Q4 		$829K Buy
9,652
+2,378
+33% +$181K 0.03% 460
2021
Q3 		$462K Buy
+7,274
New +$508K 0.02% 531

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