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Intact Investment Management’s A.O. Smith AOS Stock Holding History

Intact Investment 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
Q2 		– Sell
-1,100
Closed -$72K – 324
2025
Q1 		$71.9K Buy
+1,100
New +$74.3K ﹤0.01% 289

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

Intact Investment Management's AOS Position: Q2 2025 in Review

Intact Investment Management sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 1,100 shares — an estimated $72K sold.

Intact Investment Management first reported a position in AOS in Q1 2025 and held it in 1 quarter. The position peaked at $71.9K in Q1 2025. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • Intact Investment Management reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • Intact Investment Management sold 1,100 A.O. Smith shares in Q2 2025, an estimated $72K.
  • Intact Investment Management first reported a position in A.O. Smith in Q1 2025 and held it in 1 quarter.
  • Intact Investment Management's A.O. Smith position peaked at $71.9K in Q1 2025.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Intact Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.