KIG
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Kessler Investment Group’s A.O. Smith AOS Stock Holding History

Kessler Investment Group’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
Q3 		– Sell
-36
Closed -$2.36K – 90
2025
Q2 		$2.36K Sell
36
-110
-75% -$7.2K ﹤0.01% 176
2025
Q1 		$9.54K Sell
146
-4,567
-97% -$309K ﹤0.01% 150
2024
Q4 		$321K Sell
4,713
-339
-7% -$25.7K 0.15% 67
2024
Q3 		$454K Sell
5,052
-35
-0.7% -$2.9K 0.23% 57
2024
Q2 		$416K Buy
5,087
+173
+4% +$14.6K 0.22% 59
2024
Q1 		$440K Buy
4,914
+1,764
+56% +$145K 0.27% 48
2023
Q4 		$260K Sell
3,150
-34
-1% -$2.51K 0.16% 53
2023
Q3 		$211K Sell
3,184
-255
-7% -$18.1K 0.18% 53
2023
Q2 		$250K Hold
3,439
– – 0.18% 53
2023
Q1 		$238K Buy
+3,439
New +$224K 0.16% 63

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 $3.37T AUM 44.26% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kessler Investment Group's AOS Position: Q3 2025 in Review

Kessler Investment Group sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 36 shares — an estimated $2.36K sold.

Kessler Investment Group first reported a position in AOS in Q1 2023 and held it in 10 quarters. The position peaked at $454K in Q3 2024. 631 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • Kessler Investment Group reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
  • Kessler Investment Group sold 36 A.O. Smith shares in Q3 2025, an estimated $2.36K.
  • Kessler Investment Group first reported a position in A.O. Smith in Q1 2023 and held it in 10 quarters.
  • Kessler Investment Group's A.O. Smith position peaked at $454K in Q3 2024.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Kessler Investment Group's 13F filing for Q3 2025, filed 9 Oct 2025.