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Transamerica Financial Advisors’s A.O. Smith AOS Stock Holding History

Transamerica Financial 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 		$3.11K Buy
47
+6
+15% +$432 ﹤0.01% 1125
2025
Q4 		$2.75K Sell
41
-18
-31% -$1.22K ﹤0.01% 1075
2025
Q3 		$4.27K Buy
59
+58
+5,800% +$4.14K ﹤0.01% 905
2025
Q2 		$32 Hold
1
– – ﹤0.01% 552
2025
Q1 		$1K Sell
1
-842
-100% -$56.9K ﹤0.01% 427
2024
Q4 		$58K Sell
843
-61
-7% -$4.62K 0.01% 306
2024
Q3 		$82K Buy
+904
New +$74.8K 0.01% 286
2023
Q4 		– Sell
-250
Closed -$17K – 627
2023
Q3 		$17K Hold
250
– – ﹤0.01% 307
2023
Q2 		$19K Hold
250
– – ﹤0.01% 286
2023
Q1 		$18K Buy
+250
New +$16.2K ﹤0.01% 300

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