Empirical Asset Management’s A.O. Smith AOS Stock Holding History

Empirical Asset 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 Q2	–	Sell	-7,151	Closed	-$467K	–	317
2025 Q1	$467K	Buy	+7,151	New	+$483K	0.16%	202
2024 Q1	–	Sell	-10,234	Closed	-$844K	–	277
2023 Q4	$844K	Buy	10,234 +1,600	+19%	+$118K	0.69%	45
2023 Q3	$571K	Buy	+8,634	New	+$613K	0.5%	75
2022 Q3	–	Sell	-6,995	Closed	-$382K	–	150
2022 Q2	$382K	Buy	+6,995	New	+$420K	0.4%	92
2022 Q1	–	Sell	-6,384	Closed	-$548K	–	149
2021 Q4	$548K	Buy	+6,384	New	+$487K	0.53%	68

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

Empirical Asset Management's AOS Position: Q2 2025 in Review

Empirical Asset Management sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 7,151 shares — an estimated $467K sold.

Empirical Asset Management first reported a position in AOS in Q4 2021 and held it in 5 quarters. The position peaked at $844K in Q4 2023. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Empirical Asset Management reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
Empirical Asset Management sold 7,151 A.O. Smith shares in Q2 2025, an estimated $467K.
Empirical Asset Management first reported a position in A.O. Smith in Q4 2021 and held it in 5 quarters.
Empirical Asset Management's A.O. Smith position peaked at $844K in Q4 2023.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Empirical Asset Management's 13F filing for Q2 2025, filed 29 Jul 2025.