Washington Trust’s A.O. Smith AOS Stock Holding History

Washington Trust’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 Q2	–	Sell	-83	Closed	-$5.43K	–	279
2025 Q1	$5.43K	Hold	83	–	–	﹤0.01%	651
2024 Q4	$5.64K	Sell	83 -3	-3%	-$227	﹤0.01%	725
2024 Q3	$7.75K	Buy	86 +3	+4%	+$248	﹤0.01%	686
2024 Q2	$6.79K	Hold	83	–	–	﹤0.01%	703
2024 Q1	$7.39K	Buy	83 +2	+2%	+$165	﹤0.01%	695
2023 Q4	$6.71K	Sell	81 -53	-40%	-$3.91K	﹤0.01%	674
2023 Q3	$8.86K	Hold	134	–	–	﹤0.01%	638
2023 Q2	$9.75K	Hold	134	–	–	﹤0.01%	647
2023 Q1	$9.27K	Hold	134	–	–	﹤0.01%	664
2022 Q4	$7.67K	Sell	134 -169	-56%	-$9.45K	﹤0.01%	673
2022 Q3	$15K	Hold	303	–	–	﹤0.01%	584
2022 Q2	$17K	Hold	303	–	–	﹤0.01%	570
2022 Q1	$19K	Sell	303 -146	-33%	-$10.6K	﹤0.01%	588
2021 Q4	$39K	Buy	449 +169	+60%	+$12.9K	﹤0.01%	478
2021 Q3	$17K	Buy	+280	New	+$19.6K	﹤0.01%	710
2020 Q3	–	Sell	-680	Closed	-$32K	–	983
2020 Q2	$32K	Buy	+680	New	+$29.7K	﹤0.01%	467

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

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

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

ProShare Advisors

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

First Trust Advisors

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

American Century Companies

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