Claro Advisors’s A.O. Smith AOS Stock Holding History

Claro Advisors’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	-5,496	Closed	-$359K	–	380
2025 Q1	$359K	Sell	5,496 -590	-10%	-$39.9K	0.05%	342
2024 Q4	$415K	Sell	6,086 -1,881	-24%	-$142K	0.06%	282
2024 Q3	$716K	Buy	7,967 +168	+2%	+$13.9K	0.09%	209
2024 Q2	$638K	Buy	+7,799	New	+$660K	0.1%	207
2019 Q1	–	Sell	-176	Closed	-$9K	–	190
2018 Q4	$9K	Buy	+176	New	+$8.1K	0.01%	689

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 $3.37T AUM 44.26% 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

Claro Advisors's AOS Position: Q2 2025 in Review

Claro Advisors sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 5,496 shares — an estimated $359K sold.

Claro Advisors first reported a position in AOS in Q4 2018 and held it in 5 quarters. The position peaked at $716K in Q3 2024. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Claro Advisors reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 5,496 A.O. Smith shares in Q2 2025, an estimated $359K.
Claro Advisors first reported a position in A.O. Smith in Q4 2018 and held it in 5 quarters.
Claro Advisors's A.O. Smith position peaked at $716K in Q3 2024.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.