Gitterman Wealth Management’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Buy
3,236
+1,812
+127% +$129K 0.05% 109
2025
Q2
$93.4K Buy
+1,424
New +$93.2K 0.02% 254
2024
Q4
Sell
-3,755
Closed -$337K 133
2024
Q3
$337K Sell
3,755
-299
-7% -$24.7K 0.14% 49
2024
Q2
$332K Buy
+4,054
New +$343K 0.13% 47
2024
Q1
Sell
-5,071
Closed -$418K 103
2023
Q4
$418K Buy
+5,071
New +$374K 0.19% 28

Other funds holding AOS

Gitterman Wealth Management's AOS Position: Q3 2025 in Review

Gitterman Wealth Management increased its A.O. Smith (AOS) stake by 127% in Q3 2025, buying an estimated $129K and bringing the position to 3,236 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #109.

Gitterman Wealth Management first reported a position in AOS in Q4 2023 and has held it in 5 quarters since. The position peaked at $418K in Q4 2023. 629 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • Gitterman Wealth Management held 3,236 shares of A.O. Smith worth $238K as of Q3 2025.
  • Gitterman Wealth Management bought 1,812 A.O. Smith shares in Q3 2025, an estimated $129K.
  • A.O. Smith made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #109 holding.
  • Gitterman Wealth Management first reported a position in A.O. Smith in Q4 2023 and has held it in 5 quarters since.
  • Gitterman Wealth Management's A.O. Smith position peaked at $418K in Q4 2023.
  • 629 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.