Boston Trust Walden’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $69.3M | Sell |
1,050,930
-25,854
| -2% | -$1.86M | 0.57% | 53 |
|
|
2025
Q4 | $72M | Buy |
1,076,784
+130,159
| +14% | +$8.8M | 0.54% | 60 |
|
|
2025
Q3 | $69.5M | Buy |
946,625
+123,851
| +15% | +$8.84M | 0.51% | 71 |
|
|
2025
Q2 | $53.9M | Buy |
822,774
+35,256
| +4% | +$2.31M | 0.38% | 104 |
|
|
2025
Q1 | $51.5M | Buy |
787,518
+10,264
| +1% | +$694K | 0.38% | 107 |
|
|
2024
Q4 | $53M | Buy |
777,254
+21,503
| +3% | +$1.63M | 0.37% | 101 |
|
|
2024
Q3 | $67.9M | Buy |
755,751
+948
| +0.1% | +$78.5K | 0.47% | 76 |
|
|
2024
Q2 | $61.7M | Buy |
754,803
+29,094
| +4% | +$2.46M | 0.46% | 76 |
|
|
2024
Q1 | $64.9M | Buy |
725,709
+11,018
| +2% | +$909K | 0.46% | 76 |
|
|
2023
Q4 | $58.9M | Buy |
714,691
+17,148
| +2% | +$1.26M | 0.44% | 78 |
|
|
2023
Q3 | $46.1M | Buy |
697,543
+1,959
| +0.3% | +$139K | 0.39% | 92 |
|
|
2023
Q2 | $50.6M | Buy |
695,584
+36,815
| +6% | +$2.52M | 0.42% | 88 |
|
|
2023
Q1 | $45.6M | Sell |
658,769
-3,904
| -0.6% | -$254K | 0.39% | 93 |
|
|
2022
Q4 | $37.9M | Buy |
662,673
+36,509
| +6% | +$2.04M | 0.33% | 108 |
|
|
2022
Q3 | $30.4M | Buy |
626,164
+22,650
| +4% | +$1.3M | 0.3% | 117 |
|
|
2022
Q2 | $33M | Buy |
603,514
+25,386
| +4% | +$1.52M | 0.31% | 119 |
|
|
2022
Q1 | $36.9M | Buy |
578,128
+55,468
| +11% | +$4.04M | 0.31% | 116 |
|
|
2021
Q4 | $44.9M | Buy |
522,660
+30,357
| +6% | +$2.31M | 0.36% | 98 |
|
|
2021
Q3 | $30.1M | Sell |
492,303
-3,927
| -0.8% | -$274K | 0.27% | 139 |
|
|
2021
Q2 | $35.8M | Buy |
496,230
+11,526
| +2% | +$795K | 0.32% | 115 |
|
|
2021
Q1 | $32.8M | Buy |
484,704
+57,942
| +14% | +$3.52M | 0.32% | 114 |
|
|
2020
Q4 | $23.4M | Buy |
426,762
+481
| +0.1% | +$26.5K | 0.25% | 143 |
|
|
2020
Q3 | $22.5M | Buy |
426,281
+3,859
| +0.9% | +$193K | 0.28% | 121 |
|
|
2020
Q2 | $19.9M | Buy |
422,422
+15,601
| +4% | +$681K | 0.27% | 122 |
|
|
2020
Q1 | $15.4M | Buy |
406,821
+83,246
| +26% | +$3.55M | 0.25% | 128 |
|
|
2019
Q4 | $15.4M | Buy |
323,575
+31,068
| +11% | +$1.51M | 0.18% | 166 |
|
|
2019
Q3 | $14M | Buy |
+292,507
| New | +$13.5M | 0.18% | 172 |
|
Other funds holding AOS
VCM
VPM
