NRD
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Nebula Research & Development’s A.O. Smith AOS Stock Holding History

Nebula Research & Development’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
-67,510
Closed -$4.43M – 59
2025
Q2 		$4.43M Buy
67,510
+62,771
+1,325% +$4.11M 0.38% 32
2025
Q1 		$310K Sell
4,739
-6,705
-59% -$453K 0.03% 752
2024
Q4 		$781K Buy
11,444
+2,190
+24% +$166K 0.09% 381
2024
Q3 		$831K Buy
+9,254
New +$766K 0.1% 374
2023
Q4 		– Sell
-4,330
Closed -$286K – 637
2023
Q3 		$286K Sell
4,330
-4,290
-50% -$305K 0.15% 290
2023
Q2 		$627K Buy
+8,620
New +$590K 0.48% 53

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

Nebula Research & Development's AOS Position: Q3 2025 in Review

Nebula Research & Development sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 67,510 shares — an estimated $4.43M sold.

Nebula Research & Development first reported a position in AOS in Q2 2023 and held it in 6 quarters. The position peaked at $4.43M in Q2 2025. 629 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • Nebula Research & Development reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 67,510 A.O. Smith shares in Q3 2025, an estimated $4.43M.
  • Nebula Research & Development first reported a position in A.O. Smith in Q2 2023 and held it in 6 quarters.
  • Nebula Research & Development's A.O. Smith position peaked at $4.43M in Q2 2025.
  • 629 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.