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Catalyst Funds Management’s A.O. Smith AOS Stock Holding History

Catalyst Funds 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
2025
Q3 		– Sell
-9,625
Closed -$631K – 492
2025
Q2 		$631K Buy
9,625
+5,225
+119% +$342K 0.17% 159
2025
Q1 		$288K Buy
+4,400
New +$297K 0.08% 274
2024
Q3 		– Sell
-200
Closed -$16.4K – 1292
2024
Q2 		$16.4K Sell
200
-3,000
-94% -$254K ﹤0.01% 748
2024
Q1 		$286K Buy
+3,200
New +$264K 0.08% 199

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Catalyst Funds Management's AOS Position: Q3 2025 in Review

Catalyst Funds Management sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 9,625 shares — an estimated $631K sold.

Catalyst Funds Management first reported a position in AOS in Q1 2024 and held it in 4 quarters. The position peaked at $631K in Q2 2025. 629 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • Catalyst Funds Management reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
  • Catalyst Funds Management sold 9,625 A.O. Smith shares in Q3 2025, an estimated $631K.
  • Catalyst Funds Management first reported a position in A.O. Smith in Q1 2024 and held it in 4 quarters.
  • Catalyst Funds Management's A.O. Smith position peaked at $631K in Q2 2025.
  • 629 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Catalyst Funds Management's 13F filing for Q3 2025, filed 12 Nov 2025.