True Wealth Design’s A.O. Smith AOS Stock Holding History

True Wealth Design’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	$36K	Sell	546 -122	-18%	-$8.79K	0.01%	496
2025 Q4	$44.7K	Buy	668 +55	+9%	+$3.72K	0.01%	365
2025 Q3	$45K	Buy	613 +168	+38%	+$12K	0.01%	348
2025 Q2	$29.2K	Buy	445 +444	+44,400%	+$29K	0.01%	304
2025 Q1	$66	Sell	1 -6	-86%	-$405	﹤0.01%	2314
2024 Q4	$478	Sell	7 -3	-30%	-$227	﹤0.01%	1103
2024 Q3	$899	Buy	10 +2	+25%	+$166	﹤0.01%	996
2024 Q2	$655	Hold	8	–	–	﹤0.01%	610
2024 Q1	$716	Buy	8 +3	+60%	+$247	﹤0.01%	542
2023 Q4	$413	Hold	5	–	–	﹤0.01%	520
2023 Q3	$331	Hold	5	–	–	﹤0.01%	533
2023 Q2	$364	Hold	5	–	–	﹤0.01%	526
2023 Q1	$346	Hold	5	–	–	﹤0.01%	611
2022 Q4	$286	Buy	+5	New	+$280	﹤0.01%	594

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