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J. Safra Sarasin Holding’s A.O. Smith AOS Stock Holding History

J. Safra Sarasin Holding’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
Q1 		– Sell
-14,661
Closed -$1M – 484
2024
Q4 		$1M Buy
14,661
+1,971
+16% +$149K 0.02% 335
2024
Q3 		$1.14M Buy
+12,690
New +$1.05M 0.02% 307

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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

J. Safra Sarasin Holding's AOS Position: Q1 2025 in Review

J. Safra Sarasin Holding sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 14,661 shares — an estimated $1M sold.

J. Safra Sarasin Holding first reported a position in AOS in Q3 2024 and held it in 2 quarters. The position peaked at $1.14M in Q3 2024. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • J. Safra Sarasin Holding reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
  • J. Safra Sarasin Holding sold 14,661 A.O. Smith shares in Q1 2025, an estimated $1M.
  • J. Safra Sarasin Holding first reported a position in A.O. Smith in Q3 2024 and held it in 2 quarters.
  • J. Safra Sarasin Holding's A.O. Smith position peaked at $1.14M in Q3 2024.
  • 657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2025, filed 9 May 2025.