Atala Financial’s A.O. Smith AOS Stock Holding History

Atala Financial’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	-216	Closed	-$14.1K	–	150
2025 Q1	$14.1K	Hold	216	–	–	0.01%	280
2024 Q4	$14.7K	Buy	+216	New	+$16.4K	0.01%	283

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

Atala Financial's AOS Position: Q2 2025 in Review

Atala Financial sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 216 shares — an estimated $14.1K sold.

Atala Financial first reported a position in AOS in Q4 2024 and held it in 2 quarters. The position peaked at $14.7K in Q4 2024. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Atala Financial reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 216 A.O. Smith shares in Q2 2025, an estimated $14.1K.
Atala Financial first reported a position in A.O. Smith in Q4 2024 and held it in 2 quarters.
Atala Financial's A.O. Smith position peaked at $14.7K in Q4 2024.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.