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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$476K Buy
7,255
+1,288
+22% +$84.5K ﹤0.01% 989
2025
Q1
$390K Sell
5,967
-2,322
-28% -$152K ﹤0.01% 967
2024
Q4
$565K Buy
+8,289
New +$565K ﹤0.01% 855