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MBB Public Markets’s A.O. Smith AOS Stock Holding History

MBB Public Markets’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
-3,694
Closed -$242K – 72
2025
Q2 		$242K Sell
3,694
-858
-19% -$56.1K 0.02% 406
2025
Q1 		$298K Buy
+4,552
New +$308K 0.03% 464
2024
Q4 		– Sell
-3,600
Closed -$323K – 118
2024
Q3 		$323K Sell
3,600
-5,748
-61% -$476K 0.02% 338
2024
Q2 		$764K Buy
+9,348
New +$791K 0.02% 582

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

MBB Public Markets's AOS Position: Q3 2025 in Review

MBB Public Markets sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 3,694 shares — an estimated $242K sold.

MBB Public Markets first reported a position in AOS in Q2 2024 and held it in 4 quarters. The position peaked at $764K in Q2 2024. 629 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • MBB Public Markets reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
  • MBB Public Markets sold 3,694 A.O. Smith shares in Q3 2025, an estimated $242K.
  • MBB Public Markets first reported a position in A.O. Smith in Q2 2024 and held it in 4 quarters.
  • MBB Public Markets's A.O. Smith position peaked at $764K in Q2 2024.
  • 629 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on MBB Public Markets's 13F filing for Q3 2025, filed 14 Nov 2025.