Everett Harris & Co’s A.O. Smith AOS Stock Holding History

Everett Harris & Co’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	-6,100	Closed	-$399K	–	332
2025 Q1	$399K	Buy	+6,100	New	+$412K	0.01%	231

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

Everett Harris & Co's AOS Position: Q2 2025 in Review

Everett Harris & Co sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 6,100 shares — an estimated $399K sold.

Everett Harris & Co first reported a position in AOS in Q1 2025 and held it in 1 quarter. The position peaked at $399K in Q1 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Everett Harris & Co reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
Everett Harris & Co sold 6,100 A.O. Smith shares in Q2 2025, an estimated $399K.
Everett Harris & Co first reported a position in A.O. Smith in Q1 2025 and held it in 1 quarter.
Everett Harris & Co's A.O. Smith position peaked at $399K in Q1 2025.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Everett Harris & Co's 13F filing for Q2 2025, filed 8 Aug 2025.