Bare Financial Services’s A.O. Smith AOS Stock Holding History

Bare Financial Services’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	-8	Closed	-$523	–	1219
2025 Q1	$523	Buy	+8	New	+$541	﹤0.01%	792

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

Bare Financial Services's AOS Position: Q2 2025 in Review

Bare Financial Services sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 8 shares — an estimated $523 sold.

Bare Financial Services first reported a position in AOS in Q1 2025 and held it in 1 quarter. The position peaked at $523 in Q1 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Bare Financial Services reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
Bare Financial Services sold 8 A.O. Smith shares in Q2 2025, an estimated $523.
Bare Financial Services first reported a position in A.O. Smith in Q1 2025 and held it in 1 quarter.
Bare Financial Services's A.O. Smith position peaked at $523 in Q1 2025.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Bare Financial Services's 13F filing for Q2 2025, filed 13 Aug 2025.