Asahi Life Asset Management’s A.O. Smith AOS Stock Holding History

Asahi Life Asset Management’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	-4,780	Closed	-$312K	–	161
2025 Q1	$312K	Buy	+4,780	New	+$323K	0.2%	138
2024 Q2	–	Sell	-3,870	Closed	-$346K	–	152
2024 Q1	$346K	Buy	+3,870	New	+$319K	0.21%	125
2022 Q1	–	Sell	-4,370	Closed	-$375K	–	192
2021 Q4	$375K	Buy	4,370 +1,290	+42%	+$98.3K	0.05%	152
2021 Q3	$188K	Buy	3,080 +100	+3%	+$6.99K	0.03%	195
2021 Q2	$215K	Buy	+2,980	New	+$206K	0.03%	169
2020 Q1	–	Sell	-7,080	Closed	-$337K	–	192
2019 Q4	$337K	Buy	+7,080	New	+$343K	0.05%	169

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Asahi Life Asset Management's AOS Position: Q2 2025 in Review

Asahi Life Asset Management sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 4,780 shares — an estimated $312K sold.

Asahi Life Asset Management first reported a position in AOS in Q4 2019 and held it in 6 quarters. The position peaked at $375K in Q4 2021. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Asahi Life Asset Management reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
Asahi Life Asset Management sold 4,780 A.O. Smith shares in Q2 2025, an estimated $312K.
Asahi Life Asset Management first reported a position in A.O. Smith in Q4 2019 and held it in 6 quarters.
Asahi Life Asset Management's A.O. Smith position peaked at $375K in Q4 2021.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Asahi Life Asset Management's 13F filing for Q2 2025, filed 6 Aug 2025.