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Aster Capital Management’s A.O. Smith AOS Stock Holding History

Aster Capital 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
2026
Q1 		– Sell
-649
Closed -$43.4K – 842
2025
Q4 		$43.4K Sell
649
-71
-10% -$4.8K 0.02% 492
2025
Q3 		$52.9K Buy
720
+286
+66% +$20.4K 0.03% 494
2025
Q2 		$28.5K Sell
434
-8,020
-95% -$525K 0.01% 667
2025
Q1 		$562K Buy
+8,454
New +$571K 0.1% 257

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aster Capital Management's AOS Position: Q1 2026 in Review

Aster Capital Management sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 649 shares — an estimated $43.4K sold.

Aster Capital Management first reported a position in AOS in Q1 2025 and held it in 4 quarters. The position peaked at $562K in Q1 2025. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Aster Capital Management reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Aster Capital Management sold 649 A.O. Smith shares in Q1 2026, an estimated $43.4K.
  • Aster Capital Management first reported a position in A.O. Smith in Q1 2025 and held it in 4 quarters.
  • Aster Capital Management's A.O. Smith position peaked at $562K in Q1 2025.
  • 636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Aster Capital Management's 13F filing for Q1 2026, filed 13 May 2026.