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Mascoma Wealth Management’s A.O. Smith AOS Stock Holding History

Mascoma Wealth 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
Q1 		– Sell
-830
Closed -$56.6K – 500
2024
Q4 		$56.6K Hold
830
– – 0.01% 184
2024
Q3 		$74.6K Sell
830
-25
-3% -$2.07K 0.02% 163
2024
Q2 		$69.9K Buy
+855
New +$72.4K 0.02% 160

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Mascoma Wealth Management's AOS Position: Q1 2025 in Review

Mascoma Wealth Management sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 830 shares — an estimated $56.6K sold.

Mascoma Wealth Management first reported a position in AOS in Q2 2024 and held it in 3 quarters. The position peaked at $74.6K in Q3 2024. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • Mascoma Wealth Management reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 830 A.O. Smith shares in Q1 2025, an estimated $56.6K.
  • Mascoma Wealth Management first reported a position in A.O. Smith in Q2 2024 and held it in 3 quarters.
  • Mascoma Wealth Management's A.O. Smith position peaked at $74.6K in Q3 2024.
  • 657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.