TwinBeech Capital’s A.O. Smith AOS Stock Holding History

TwinBeech Capital’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
2025 Q3	–	Sell	-213,627	Closed	-$14M	–	559
2025 Q2	$14M	Buy	+213,627	New	+$14M	0.32%	91
2025 Q1	–	Sell	-167,613	Closed	-$11.4M	–	697
2024 Q4	$11.4M	Buy	+167,613	New	+$12.7M	0.2%	148
2023 Q3	–	Sell	-3,073	Closed	-$224K	–	630
2023 Q2	$224K	Buy	+3,073	New	+$210K	﹤0.01%	553
2022 Q2	–	Sell	-68,010	Closed	-$4.34M	–	495
2022 Q1	$4.34M	Buy	+68,010	New	+$4.95M	0.19%	143
2021 Q4	–	Sell	-24,412	Closed	-$1.49M	–	554
2021 Q3	$1.49M	Buy	+24,412	New	+$1.71M	0.11%	260
2021 Q1	–	Sell	-24,461	Closed	-$1.34M	–	446
2020 Q4	$1.34M	Buy	+24,461	New	+$1.35M	0.22%	140
2020 Q3	–	Sell	-19,307	Closed	-$910K	–	418
2020 Q2	$910K	Buy	+19,307	New	+$843K	0.2%	154

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return