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Martingale Asset Management’s A.O. Smith AOS Stock Holding History

Martingale Asset Management’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
Q2 		– Sell
-3,754
Closed -$245K – 784
2025
Q1 		$245K Sell
3,754
-20,384
-84% -$1.38M 0.01% 709
2024
Q4 		$1.65M Buy
24,138
+3
+0% +$227 0.04% 351
2024
Q3 		$2.17M Sell
24,135
-50,193
-68% -$4.15M 0.05% 294
2024
Q2 		$6.08M Sell
74,328
-5,075
-6% -$429K 0.13% 149
2024
Q1 		$7.1M Buy
79,403
+42,471
+115% +$3.5M 0.14% 148
2023
Q4 		$3.04M Buy
36,932
+9,594
+35% +$707K 0.06% 205
2023
Q3 		$1.81M Buy
+27,338
New +$1.94M 0.04% 292

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Martingale Asset Management's AOS Position: Q2 2025 in Review

Martingale Asset Management sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 3,754 shares — an estimated $245K sold.

Martingale Asset Management first reported a position in AOS in Q3 2023 and held it in 7 quarters. The position peaked at $7.1M in Q1 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • Martingale Asset Management reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • Martingale Asset Management sold 3,754 A.O. Smith shares in Q2 2025, an estimated $245K.
  • Martingale Asset Management first reported a position in A.O. Smith in Q3 2023 and held it in 7 quarters.
  • Martingale Asset Management's A.O. Smith position peaked at $7.1M in Q1 2024.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Martingale Asset Management's 13F filing for Q2 2025, filed 11 Aug 2025.