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Freestone Grove Partners’s A.O. Smith AOS Stock Holding History

Freestone Grove Partners’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
-8,303
Closed -$610K – 729
2025
Q3 		$610K Sell
8,303
-38,974
-82% -$2.78M ﹤0.01% 506
2025
Q2 		$3.1M Buy
+47,277
New +$3.09M 0.02% 349

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Freestone Grove Partners's AOS Position: Q4 2025 in Review

Freestone Grove Partners sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 8,303 shares — an estimated $610K sold.

Freestone Grove Partners first reported a position in AOS in Q2 2025 and held it in 2 quarters. The position peaked at $3.1M in Q2 2025. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • Freestone Grove Partners reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 8,303 A.O. Smith shares in Q4 2025, an estimated $610K.
  • Freestone Grove Partners first reported a position in A.O. Smith in Q2 2025 and held it in 2 quarters.
  • Freestone Grove Partners's A.O. Smith position peaked at $3.1M in Q2 2025.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.