InceptionR’s A.O. Smith AOS Stock Holding History

InceptionR’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	-11,294	Closed	-$738K	–	647
2025 Q1	$738K	Buy	11,294 +6,974	+161%	+$471K	0.22%	169
2024 Q4	$295K	Buy	4,320 +1,513	+54%	+$115K	0.07%	464
2024 Q3	$252K	Buy	+2,807	New	+$232K	0.06%	509

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

InceptionR's AOS Position: Q2 2025 in Review

InceptionR sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 11,294 shares — an estimated $738K sold.

InceptionR first reported a position in AOS in Q3 2024 and held it in 3 quarters. The position peaked at $738K in Q1 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

InceptionR reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
InceptionR sold 11,294 A.O. Smith shares in Q2 2025, an estimated $738K.
InceptionR first reported a position in A.O. Smith in Q3 2024 and held it in 3 quarters.
InceptionR's A.O. Smith position peaked at $738K in Q1 2025.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on InceptionR's 13F filing for Q2 2025, filed 12 Aug 2025.