Harfst & Associates’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
Q2 | – | Sell |
-14,439
| Closed | -$944K | – | 101 |
|
|
2025
Q1 | $944K | Sell |
14,439
-17,826
| -55% | -$1.2M | 0.22% | 55 |
|
|
2024
Q4 | $2.2M | Buy |
32,265
+3,291
| +11% | +$249K | 0.46% | 45 |
|
|
2024
Q3 | $2.6M | Sell |
28,974
-36
| -0.1% | -$2.98K | 0.58% | 31 |
|
|
2024
Q2 | $2.37M | Buy |
29,010
+2
| +0% | +$169 | 0.55% | 29 |
|
|
2024
Q1 | $2.6M | Sell |
29,008
-314
| -1% | -$25.9K | 0.62% | 28 |
|
|
2023
Q4 | $2.42M | Sell |
29,322
-673
| -2% | -$49.6K | 0.64% | 30 |
|
|
2023
Q3 | $1.98M | Sell |
29,995
-102
| -0.3% | -$7.24K | 0.56% | 41 |
|
|
2023
Q2 | $2.19M | Buy |
30,097
+6,405
| +27% | +$438K | 0.58% | 36 |
|
|
2023
Q1 | $1.64M | Buy |
23,692
+2
| +0% | +$130 | 0.47% | 46 |
|
|
2022
Q4 | $1.36M | Buy |
23,690
+531
| +2% | +$29.7K | 0.39% | 51 |
|
|
2022
Q3 | $1.13M | Sell |
23,159
-3,863
| -14% | -$222K | 0.34% | 62 |
|
|
2022
Q2 | $1.48M | Sell |
27,022
-5,602
| -17% | -$336K | 0.42% | 43 |
|
|
2022
Q1 | $2.08M | Buy |
32,624
+5,241
| +19% | +$381K | 0.48% | 30 |
|
|
2021
Q4 | $2.35M | Sell |
27,383
-472
| -2% | -$36K | 0.6% | 26 |
|
|
2021
Q3 | $1.7M | Buy |
27,855
+1,322
| +5% | +$92.3K | 0.47% | 33 |
|
|
2021
Q2 | $1.91M | Sell |
26,533
-1,887
| -7% | -$130K | 0.55% | 28 |
|
|
2021
Q1 | $1.92M | Buy |
28,420
+11,992
| +73% | +$729K | 0.58% | 27 |
|
|
2020
Q4 | $900K | Buy |
16,428
+3,817
| +30% | +$210K | 0.33% | 54 |
|
|
2020
Q3 | $665K | Sell |
12,611
-429
| -3% | -$21.4K | 0.28% | 57 |
|
|
2020
Q2 | $614K | Sell |
13,040
-244
| -2% | -$10.7K | 0.26% | 52 |
|
|
2020
Q1 | $502K | Buy |
13,284
+917
| +7% | +$39.1K | 0.26% | 57 |
|
|
2019
Q4 | $589K | Buy |
12,367
+688
| +6% | +$33.4K | 0.23% | 61 |
|
|
2019
Q3 | $557K | Buy |
11,679
+408
| +4% | +$18.9K | 0.23% | 60 |
|
|
2019
Q2 | $531K | Buy |
11,271
+1,118
| +11% | +$54.8K | 0.22% | 64 |
|
|
2019
Q1 | $541K | Buy |
10,153
+1,981
| +24% | +$98.5K | 0.23% | 57 |
|
|
2018
Q4 | $348K | Buy |
8,172
+971
| +13% | +$44.7K | 0.17% | 66 |
|
|
2018
Q3 | $384K | Buy |
7,201
+397
| +6% | +$23.3K | 0.16% | 58 |
|
|
2018
Q2 | $402K | Buy |
6,804
+84
| +1% | +$5.29K | 0.17% | 51 |
|
|
2018
Q1 | $427K | Buy |
6,720
+233
| +4% | +$15K | 0.17% | 49 |
|
|
2017
Q4 | $397K | Buy |
6,487
+172
| +3% | +$10.4K | 0.16% | 51 |
|
|
2017
Q3 | $375K | Buy |
6,315
+35
| +0.6% | +$1.96K | 0.16% | 50 |
|
|
2017
Q2 | $353K | Buy |
6,280
+2,443
| +64% | +$132K | 0.14% | 55 |
|
|
2017
Q1 | $196K | Buy |
+3,837
| New | +$190K | 0.08% | 75 |
|
Other funds holding AOS
Harfst & Associates's AOS Position: Q2 2025 in Review
Harfst & Associates sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 14,439 shares — an estimated $944K sold.
Harfst & Associates first reported a position in AOS in Q1 2017 and held it in 33 quarters. The position peaked at $2.6M in Q3 2024. 631 funds tracked by Wall St. Rank hold AOS as of Q2 2025.
- Harfst & Associates reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
- Harfst & Associates sold 14,439 A.O. Smith shares in Q2 2025, an estimated $944K.
- Harfst & Associates first reported a position in A.O. Smith in Q1 2017 and held it in 33 quarters.
- Harfst & Associates's A.O. Smith position peaked at $2.6M in Q3 2024.
- 631 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.
Based on Harfst & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.