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

Aristides 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
Q1 		– Sell
-4,512
Closed -$308K – 225
2024
Q4 		$308K Buy
+4,512
New +$342K 0.06% 165
2024
Q3 		– Sell
-3,044
Closed -$249K – 242
2024
Q2 		$249K Buy
+3,044
New +$258K 0.07% 187
2020
Q2 		– Sell
-6,651
Closed -$251K – 103
2020
Q1 		$251K Buy
+6,651
New +$283K 0.18% 82

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Aristides Capital's AOS Position: Q1 2025 in Review

Aristides Capital sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 4,512 shares — an estimated $308K sold.

Aristides Capital first reported a position in AOS in Q1 2020 and held it in 3 quarters. The position peaked at $308K in Q4 2024. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • Aristides Capital reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
  • Aristides Capital sold 4,512 A.O. Smith shares in Q1 2025, an estimated $308K.
  • Aristides Capital first reported a position in A.O. Smith in Q1 2020 and held it in 3 quarters.
  • Aristides Capital's A.O. Smith position peaked at $308K in Q4 2024.
  • 657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Aristides Capital's 13F filing for Q1 2025, filed 14 May 2025.