Ken Fisher
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Ken Fisher’s A.O. Smith AOS Stock Holding History

Ken Fisher’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
Q4 		– Sell
-39,598
Closed -$2.91M – 1023
2025
Q3 		$2.91M Sell
39,598
-546
-1% -$39K ﹤0.01% 529
2025
Q2 		$2.63M Sell
40,144
-1,786,000
-98% -$117M ﹤0.01% 547
2025
Q1 		$119M Sell
1,826,144
-389,807
-18% -$26.3M 0.05% 146
2024
Q4 		$151M Sell
2,215,951
-86,708
-4% -$6.57M 0.06% 143
2024
Q3 		$207M Buy
2,302,659
+87,458
+4% +$7.24M 0.08% 124
2024
Q2 		$181M Buy
2,215,201
+103,530
+5% +$8.76M 0.08% 132
2024
Q1 		$189M Buy
2,111,671
+120,668
+6% +$9.95M 0.09% 136
2023
Q4 		$164M Buy
1,991,003
+75,898
+4% +$5.6M 0.09% 142
2023
Q3 		$127M Buy
1,915,105
+85,062
+5% +$6.04M 0.07% 172
2023
Q2 		$133M Buy
1,830,043
+387,171
+27% +$26.5M 0.07% 173
2023
Q1 		$99.8M Buy
1,442,872
+867,291
+151% +$56.4M 0.06% 194
2022
Q4 		$32.9M Buy
575,581
+138,204
+32% +$7.73M 0.02% 291
2022
Q3 		$21.2M Buy
+437,377
New +$25.1M 0.02% 325

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Ken Fisher's AOS Position: Q4 2025 in Review

Ken Fisher sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 39,598 shares — an estimated $2.91M sold.

Ken Fisher first reported a position in AOS in Q3 2022 and held it in 13 quarters. The position peaked at $207M in Q3 2024. 644 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • Ken Fisher reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • Ken Fisher sold 39,598 A.O. Smith shares in Q4 2025, an estimated $2.91M.
  • Ken Fisher first reported a position in A.O. Smith in Q3 2022 and held it in 13 quarters.
  • Ken Fisher's A.O. Smith position peaked at $207M in Q3 2024.
  • 644 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Fisher Asset Management's 13F filing for Q4 2025, filed 9 Feb 2026.