UB
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UMB Bank’s A.O. Smith AOS Stock Holding History

UMB Bank’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 		$80.2K Sell
1,216
-80
-6% -$5.77K ﹤0.01% 1066
2025
Q4 		$86.7K Sell
1,296
-13
-1% -$878 ﹤0.01% 1017
2025
Q3 		$96.1K Buy
1,309
+27
+2% +$1.93K ﹤0.01% 888
2025
Q2 		$84.1K Buy
1,282
+21
+2% +$1.37K ﹤0.01% 905
2025
Q1 		$82.4K Sell
1,261
-5
-0.4% -$338 ﹤0.01% 851
2024
Q4 		$86.4K Buy
1,266
+39
+3% +$2.95K ﹤0.01% 734
2024
Q3 		$110K Buy
1,227
+136
+12% +$11.3K ﹤0.01% 677
2024
Q2 		$89.2K Hold
1,091
– – ﹤0.01% 715
2024
Q1 		$97.6K Buy
1,091
+3
+0.3% +$247 ﹤0.01% 702
2023
Q4 		$89.7K Hold
1,088
– – ﹤0.01% 722
2023
Q3 		$71.9K Hold
1,088
– – ﹤0.01% 751
2023
Q2 		$79.2K Hold
1,088
– – ﹤0.01% 746
2023
Q1 		$75.2K Hold
1,088
– – ﹤0.01% 748
2022
Q4 		$62K Hold
1,088
– – ﹤0.01% 794
2022
Q3 		$53K Sell
1,088
-1,377
-56% -$79.1K ﹤0.01% 851
2022
Q2 		$134K Hold
2,465
– – ﹤0.01% 691
2022
Q1 		$157K Hold
2,465
– – ﹤0.01% 693
2021
Q4 		$212K Buy
+2,465
New +$188K ﹤0.01% 648

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