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

Arjuna 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 Q2	–	Sell	-3,168	Closed	-$207K	–	119
2025 Q1	$207K	Sell	3,168 -62	-2%	-$4.19K	0.06%	106
2024 Q4	$220K	Sell	3,230 -131	-4%	-$9.92K	0.06%	96
2024 Q3	$302K	Sell	3,361 -9,032	-73%	-$747K	0.08%	90
2024 Q2	$1.01M	Sell	12,393 -15,723	-56%	-$1.33M	0.27%	75
2024 Q1	$2.52M	Buy	28,116 +1,048	+4%	+$86.4K	0.71%	41
2023 Q4	$2.23M	Buy	27,068 +1,757	+7%	+$130K	0.7%	46
2023 Q3	$1.67M	Buy	25,311 +3,459	+16%	+$246K	0.6%	52
2023 Q2	$1.59M	Buy	21,852 +14,577	+200%	+$998K	0.56%	52
2023 Q1	$503K	Buy	+7,275	New	+$473K	0.2%	89
2022 Q2	–	Sell	-20,440	Closed	-$1.31M	–	87
2022 Q1	$1.31M	Buy	+20,440	New	+$1.49M	0.54%	52
2018 Q4	–	Sell	-8,073	Closed	-$431K	–	90
2018 Q3	$431K	Buy	8,073 +46	+0.6%	+$2.7K	0.32%	79
2018 Q2	$475K	Sell	8,027 -25	-0.3%	-$1.58K	0.39%	73
2018 Q1	$512K	Sell	8,052 -7,866	-49%	-$507K	0.43%	66
2017 Q4	$975K	Buy	+15,918	New	+$966K	0.91%	42

Other funds holding AOS

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

BlackRock New York $5.72T 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 London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

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

Arjuna Capital's AOS Position: Q2 2025 in Review

Arjuna Capital sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 3,168 shares — an estimated $207K sold.

Arjuna Capital first reported a position in AOS in Q4 2017 and held it in 14 quarters. The position peaked at $2.52M in Q1 2024. 631 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Arjuna Capital reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
Arjuna Capital sold 3,168 A.O. Smith shares in Q2 2025, an estimated $207K.
Arjuna Capital first reported a position in A.O. Smith in Q4 2017 and held it in 14 quarters.
Arjuna Capital's A.O. Smith position peaked at $2.52M in Q1 2024.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Arjuna Capital's 13F filing for Q2 2025, filed 13 Aug 2025.