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Hexagon Capital Partners’s A.O. Smith AOS Stock Holding History

Hexagon Capital 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
Q2 		– Sell
-6
Closed -$383 – 176
2025
Q1 		$383 Hold
6
– – ﹤0.01% 1697
2024
Q4 		$400 Hold
6
– – ﹤0.01% 1716
2024
Q3 		$526 Sell
6
-16
-73% -$1.32K ﹤0.01% 1410
2024
Q2 		$1.79K Hold
22
– – ﹤0.01% 1192
2024
Q1 		$1.96K Sell
22
-64
-74% -$5.28K ﹤0.01% 1169
2023
Q4 		$7.08K Sell
86
-2
-2% -$147 ﹤0.01% 905
2023
Q3 		$5.81K Hold
88
– – ﹤0.01% 879
2023
Q2 		$6.4K Hold
88
– – ﹤0.01% 845
2023
Q1 		$6.08K Buy
88
+16
+22% +$1.04K ﹤0.01% 860
2022
Q4 		$4.12K Sell
72
-6
-8% -$335 ﹤0.01% 950
2022
Q3 		$4K Sell
78
-2,723
-97% -$156K ﹤0.01% 955
2022
Q2 		$153K Sell
2,801
-544
-16% -$32.6K 0.05% 193
2022
Q1 		$214K Buy
3,345
+134
+4% +$9.75K 0.06% 174
2021
Q4 		$276K Buy
3,211
+857
+36% +$65.3K 0.07% 148
2021
Q3 		$144K Buy
2,354
+126
+6% +$8.8K 0.04% 197
2021
Q2 		$161K Buy
2,228
+664
+42% +$45.8K 0.04% 179
2021
Q1 		$105K Buy
1,564
+1,530
+4,500% +$93K 0.03% 222
2020
Q4 		$1K Buy
+34
New +$1.87K ﹤0.01% 665

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Hexagon Capital Partners's AOS Position: Q2 2025 in Review

Hexagon Capital Partners sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 6 shares — an estimated $383 sold.

Hexagon Capital Partners first reported a position in AOS in Q4 2020 and held it in 18 quarters. The position peaked at $276K in Q4 2021. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • Hexagon Capital Partners reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • Hexagon Capital Partners sold 6 A.O. Smith shares in Q2 2025, an estimated $383.
  • Hexagon Capital Partners first reported a position in A.O. Smith in Q4 2020 and held it in 18 quarters.
  • Hexagon Capital Partners's A.O. Smith position peaked at $276K in Q4 2021.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.