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

Hemington Wealth Management’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 		$15K Buy
206
+12
+6% +$856 ﹤0.01% 734
2025
Q2 		$12K Buy
194
+59
+44% +$3.86K ﹤0.01% 777
2025
Q1 		$8K Buy
135
+42
+45% +$2.84K ﹤0.01% 872
2024
Q4 		$6K Sell
93
-11
-11% -$833 ﹤0.01% 927
2024
Q3 		$7K Buy
+104
New +$8.61K ﹤0.01% 803

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Hemington Wealth Management increased its A.O. Smith (AOS) stake by 6.2% in Q3 2025, buying an estimated $856 and bringing the position to 206 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Hemington Wealth Management first reported a position in AOS in Q3 2024 and has held it in 5 quarters since. 631 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • Hemington Wealth Management held 206 shares of A.O. Smith worth $15K as of Q3 2025.
  • Hemington Wealth Management bought 12 A.O. Smith shares in Q3 2025, an estimated $856.
  • A.O. Smith made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #734 holding.
  • Hemington Wealth Management first reported a position in A.O. Smith in Q3 2024 and has held it in 5 quarters since.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.