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B. Metzler seel. Sohn & Co’s A.O. Smith AOS Stock Holding History

B. Metzler seel. Sohn & Co’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
-23,145
Closed -$1.58M – 743
2024
Q4 		$1.58M Buy
23,145
+4,400
+23% +$333K 0.02% 434
2024
Q3 		$1.68M Buy
18,745
+2,600
+16% +$215K 0.02% 434
2024
Q2 		$1.32M Buy
16,145
+85
+0.5% +$7.19K 0.01% 467
2024
Q1 		$1.44M Buy
16,060
+13,159
+454% +$1.09M 0.02% 443
2023
Q4 		$239K Buy
+2,901
New +$214K ﹤0.01% 722
2023
Q3 		– Sell
-2,901
Closed -$211K – 726
2023
Q2 		$211K Hold
2,901
– – ﹤0.01% 716
2023
Q1 		$201K Buy
+2,901
New +$189K ﹤0.01% 714
2022
Q4 		– Sell
-7,971
Closed -$387K – 720
2022
Q3 		$387K Sell
7,971
-758
-9% -$43.5K 0.01% 582
2022
Q2 		$477K Buy
8,729
+519
+6% +$31.1K 0.01% 564
2022
Q1 		$525K Buy
8,210
+1,192
+17% +$86.7K 0.01% 586
2021
Q4 		$599K Buy
7,018
+809
+13% +$61.7K 0.01% 524
2021
Q3 		$379K Buy
+6,209
New +$434K 0.01% 602

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 $3.38T AUM 44.17% 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

B. Metzler seel. Sohn & Co's AOS Position: Q1 2025 in Review

B. Metzler seel. Sohn & Co sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 23,145 shares — an estimated $1.58M sold.

B. Metzler seel. Sohn & Co first reported a position in AOS in Q3 2021 and held it in 12 quarters. The position peaked at $1.68M in Q3 2024. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • B. Metzler seel. Sohn & Co reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
  • B. Metzler seel. Sohn & Co sold 23,145 A.O. Smith shares in Q1 2025, an estimated $1.58M.
  • B. Metzler seel. Sohn & Co first reported a position in A.O. Smith in Q3 2021 and held it in 12 quarters.
  • B. Metzler seel. Sohn & Co's A.O. Smith position peaked at $1.68M in Q3 2024.
  • 657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on B. Metzler seel. Sohn & Co's 13F filing for Q1 2025, filed 14 May 2025.