Morgan Stanley’s A.O. Smith AOS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $191M | Buy |
2,907,623
+751,767
| +35% | +$49.3M | 0.01% | 908 |
|
|
2025
Q1 | $141M | Sell |
2,155,856
-25,609
| -1% | -$1.67M | 0.01% | 1032 |
|
|
2024
Q4 | $149M | Buy |
2,181,465
+303,434
| +16% | +$20.7M | 0.01% | 993 |
|
|
2024
Q3 | $169M | Buy |
1,878,031
+113,284
| +6% | +$10.2M | 0.01% | 918 |
|
|
2024
Q2 | $144M | Sell |
1,764,747
-32,111
| -2% | -$2.63M | 0.01% | 953 |
|
|
2024
Q1 | $161M | Sell |
1,796,858
-2,225,592
| -55% | -$199M | 0.01% | 899 |
|
|
2023
Q4 | $332M | Buy |
4,022,450
+2,436,179
| +154% | +$201M | 0.01% | 861 |
|
|
2023
Q3 | $105M | Buy |
1,586,271
+108,467
| +7% | +$7.17M | 0.01% | 1026 |
|
|
2023
Q2 | $108M | Sell |
1,477,804
-79,787
| -5% | -$5.81M | 0.01% | 1043 |
|
|
2023
Q1 | $108M | Sell |
1,557,591
-174,581
| -10% | -$12.1M | 0.01% | 1017 |
|
|
2022
Q4 | $99.1M | Buy |
1,732,172
+287,658
| +20% | +$16.5M | 0.01% | 1034 |
|
|
2022
Q3 | $70.2M | Buy |
1,444,514
+180,103
| +14% | +$8.75M | 0.01% | 1097 |
|
|
2022
Q2 | $69.1M | Buy |
1,264,411
+506,809
| +67% | +$27.7M | 0.01% | 1160 |
|
|
2022
Q1 | $48.4M | Buy |
757,602
+234,048
| +45% | +$15M | 0.01% | 1325 |
|
|
2021
Q4 | $44.9M | Sell |
523,554
-313,702
| -37% | -$26.9M | 0.01% | 1417 |
|
|
2021
Q3 | $51.1M | Sell |
837,256
-210,416
| -20% | -$12.9M | 0.01% | 1280 |
|
|
2021
Q2 | $75.5M | Buy |
1,047,672
+364,383
| +53% | +$26.3M | 0.01% | 1024 |
|
|
2021
Q1 | $46.2M | Sell |
683,289
-318,307
| -32% | -$21.5M | 0.01% | 1226 |
|
|
2020
Q4 | $54.9M | Buy |
1,001,596
+668,383
| +201% | +$36.6M | 0.01% | 1033 |
|
|
2020
Q3 | $17.6M | Sell |
333,213
-987,767
| -75% | -$52.2M | ﹤0.01% | 1578 |
|
|
2020
Q2 | $62.2M | Sell |
1,320,980
-1,211,558
| -48% | -$57.1M | 0.01% | 743 |
|
|
2020
Q1 | $95.8M | Buy |
2,532,538
+1,970,284
| +350% | +$74.5M | 0.03% | 496 |
|
|
2019
Q4 | $26.8M | Buy |
562,254
+381,980
| +212% | +$18.2M | 0.01% | 1400 |
|
|
2019
Q3 | $8.6M | Sell |
180,274
-3,539
| -2% | -$169K | ﹤0.01% | 2291 |
|
|
2019
Q2 | $8.67M | Sell |
183,813
-69,885
| -28% | -$3.3M | ﹤0.01% | 2321 |
|
|
2019
Q1 | $13.5M | Sell |
253,698
-1,541,413
| -86% | -$82.2M | ﹤0.01% | 1750 |
|
|
2018
Q4 | $76.7M | Sell |
1,795,111
-2,528,287
| -58% | -$108M | 0.02% | 635 |
|
|
2018
Q3 | $231M | Buy |
4,323,398
+845,117
| +24% | +$45.1M | 0.06% | 327 |
|
|
2018
Q2 | $206M | Buy |
3,478,281
+2,927,749
| +532% | +$173M | 0.06% | 334 |
|
|
2018
Q1 | $35M | Sell |
550,532
-28,476
| -5% | -$1.81M | 0.01% | 1177 |
|
|
2017
Q4 | $35.5M | Sell |
579,008
-151,220
| -21% | -$9.27M | 0.01% | 1189 |
|
|
2017
Q3 | $43.4M | Buy |
730,228
+93,812
| +15% | +$5.58M | 0.01% | 987 |
|
|
2017
Q2 | $35.8M | Sell |
636,416
-91,275
| -13% | -$5.14M | 0.01% | 1091 |
|
|
2017
Q1 | $37.2M | Buy |
727,691
+203,216
| +39% | +$10.4M | 0.01% | 1093 |
|
|
2016
Q4 | $24.8M | Buy |
524,475
+45,843
| +10% | +$2.17M | 0.01% | 1348 |
|
|
2016
Q3 | $23.6M | Buy |
478,632
+63,944
| +15% | +$3.16M | 0.01% | 1332 |
|
|
2016
Q2 | $18.3M | Buy |
414,688
+46,878
| +13% | +$2.07M | 0.01% | 1492 |
|
|
2016
Q1 | $14M | Sell |
367,810
-139,564
| -28% | -$5.32M | 0.01% | 1597 |
|
|
2015
Q4 | $19.4M | Buy |
507,374
+434
| +0.1% | +$16.6K | 0.01% | 1420 |
|
|
2015
Q3 | $16.5M | Buy |
506,940
+133,704
| +36% | +$4.36M | 0.01% | 1547 |
|
|
2015
Q2 | $13.4M | Sell |
373,236
-196,744
| -35% | -$7.08M | ﹤0.01% | 1829 |
|
|
2015
Q1 | $18.7M | Buy |
569,980
+272,518
| +92% | +$8.95M | 0.01% | 1517 |
|
|
2014
Q4 | $8.39M | Sell |
297,462
-455,638
| -61% | -$12.9M | ﹤0.01% | 2229 |
|
|
2014
Q3 | $17.8M | Sell |
753,100
-272,630
| -27% | -$6.44M | 0.01% | 1525 |
|
|
2014
Q2 | $25.4M | Sell |
1,025,730
-144,444
| -12% | -$3.58M | 0.01% | 1236 |
|
|
2014
Q1 | $26.9M | Buy |
1,170,174
+132,476
| +13% | +$3.05M | 0.01% | 1142 |
|
|
2013
Q4 | $28M | Buy |
1,037,698
+663,558
| +177% | +$17.9M | 0.01% | 1099 |
|
|
2013
Q3 | $8.46M | Sell |
374,140
-918,136
| -71% | -$20.8M | ﹤0.01% | 1917 |
|
|
2013
Q2 | $23.4M | Buy |
+1,292,276
| New | +$23.4M | 0.01% | 1070 |
|