FORA Capital’s A.O. Smith AOS Stock Holding History

FORA Capital’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	-9,566	Closed	-$627K	–	475
2025 Q2	$627K	Sell	9,566 -1,424	-13%	-$93.2K	0.07%	291
2025 Q1	$718K	Sell	10,990 -16,157	-60%	-$1.09M	0.07%	276
2024 Q4	$1.85M	Buy	27,147 +19,017	+234%	+$1.44M	0.21%	143
2024 Q3	$730K	Buy	+8,130	New	+$673K	0.09%	239
2022 Q3	–	Sell	-11,200	Closed	-$612K	–	407
2022 Q2	$612K	Sell	11,200 -2,624	-19%	-$157K	0.12%	213
2022 Q1	$916K	Buy	+13,824	New	+$1.01M	0.17%	172
2021 Q4	–	Sell	-3,599	Closed	-$220K	–	304
2021 Q3	$220K	Buy	+3,599	New	+$251K	0.06%	323
2020 Q3	–	Sell	-6,016	Closed	-$283K	–	648
2020 Q2	$283K	Sell	6,016 -1,428	-19%	-$62.4K	0.1%	272
2020 Q1	$281K	Buy	+7,444	New	+$317K	0.06%	365

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 $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FORA Capital's AOS Position: Q3 2025 in Review

FORA Capital sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 9,566 shares — an estimated $627K sold.

FORA Capital first reported a position in AOS in Q1 2020 and held it in 9 quarters. The position peaked at $1.85M in Q4 2024. 631 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

FORA Capital reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
FORA Capital sold 9,566 A.O. Smith shares in Q3 2025, an estimated $627K.
FORA Capital first reported a position in A.O. Smith in Q1 2020 and held it in 9 quarters.
FORA Capital's A.O. Smith position peaked at $1.85M in Q4 2024.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on FORA Capital's 13F filing for Q3 2025, filed 13 Nov 2025.