Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s A.O. Smith AOS Stock Holding History

Kovitz Investment Group Partners’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
-9,361
Closed -$687K – 509
2025
Q3 		$687K Buy
9,361
+2,106
+29% +$150K ﹤0.01% 935
2025
Q2 		$476K Buy
7,255
+1,288
+22% +$84.3K ﹤0.01% 992
2025
Q1 		$390K Sell
5,967
-2,322
-28% -$157K ﹤0.01% 974
2024
Q4 		$565K Buy
+8,289
New +$628K ﹤0.01% 860

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
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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

Kovitz Investment Group Partners's AOS Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 9,361 shares — an estimated $687K sold.

Kovitz Investment Group Partners first reported a position in AOS in Q4 2024 and held it in 4 quarters. The position peaked at $687K in Q3 2025. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,361 A.O. Smith shares in Q4 2025, an estimated $687K.
  • Kovitz Investment Group Partners first reported a position in A.O. Smith in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's A.O. Smith position peaked at $687K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.