Dumont & Blake Investment Advisors’s A.O. Smith AOS Stock Holding History

Dumont & Blake Investment 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 Q4	–	Sell	-3,038	Closed	-$223K	–	202
2025 Q3	$223K	Buy	+3,038	New	+$217K	0.05%	187
2025 Q1	–	Sell	-3,038	Closed	-$207K	–	206
2024 Q4	$207K	Hold	3,038	–	–	0.06%	188
2024 Q3	$273K	Sell	3,038 -3,038	-50%	-$251K	0.07%	175
2024 Q2	$497K	Buy	6,076 +3,038	+100%	+$257K	0.07%	176
2024 Q1	$272K	Buy	3,038 +53	+2%	+$4.37K	0.08%	173
2023 Q4	$246K	Buy	+2,985	New	+$220K	0.08%	171
2023 Q3	–	Sell	-2,870	Closed	-$209K	–	186
2023 Q2	$209K	Buy	+2,870	New	+$196K	0.07%	175

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Dumont & Blake Investment Advisors's AOS Position: Q4 2025 in Review

Dumont & Blake Investment Advisors sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 3,038 shares — an estimated $223K sold.

Dumont & Blake Investment Advisors first reported a position in AOS in Q2 2023 and held it in 7 quarters. The position peaked at $497K in Q2 2024. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

Dumont & Blake Investment Advisors reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
Dumont & Blake Investment Advisors sold 3,038 A.O. Smith shares in Q4 2025, an estimated $223K.
Dumont & Blake Investment Advisors first reported a position in A.O. Smith in Q2 2023 and held it in 7 quarters.
Dumont & Blake Investment Advisors's A.O. Smith position peaked at $497K in Q2 2024.
643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Dumont & Blake Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.