WhitTier Trust Company’s A.O. Smith AOS Stock Holding History

WhitTier Trust Company’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	$13.6K	Hold	210	–	–	﹤0.01%	996
2025 Q4	$14.4K	Hold	210	–	–	﹤0.01%	970
2025 Q3	$15.4K	Hold	210	–	–	﹤0.01%	953
2025 Q2	$13.8K	Hold	210	–	–	﹤0.01%	1089
2025 Q1	$13.7K	Hold	210	–	–	﹤0.01%	1058
2024 Q4	$14.3K	Hold	210	–	–	﹤0.01%	1006
2024 Q3	$18.9K	Hold	210	–	–	﹤0.01%	941
2024 Q2	$17.2K	Hold	210	–	–	﹤0.01%	918
2024 Q1	$18.8K	Hold	210	–	–	﹤0.01%	864
2023 Q4	$17.3K	Hold	210	–	–	﹤0.01%	865
2023 Q3	$13.9K	Hold	210	–	–	﹤0.01%	883
2023 Q2	$15.3K	Hold	210	–	–	﹤0.01%	909
2023 Q1	$14.5K	Hold	210	–	–	﹤0.01%	904
2022 Q4	$12K	Sell	210 -6	-3%	-$335	﹤0.01%	920
2022 Q3	$10K	Hold	216	–	–	﹤0.01%	907
2022 Q2	$12K	Buy	216 +6	+3%	+$360	﹤0.01%	893
2022 Q1	$13K	Hold	210	–	–	﹤0.01%	874
2021 Q4	$18K	Hold	210	–	–	﹤0.01%	822
2021 Q3	$13K	Hold	210	–	–	﹤0.01%	900
2021 Q2	$15K	Hold	210	–	–	﹤0.01%	823
2021 Q1	$14K	Hold	210	–	–	﹤0.01%	815
2020 Q4	$12K	Buy	+210	New	+$11.6K	﹤0.01%	809

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