Neo Ivy Capital Management’s A.O. Smith AOS Stock Holding History

Neo Ivy Capital 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 Q4	–	Sell	-2,724	Closed	-$200K	–	348
2025 Q3	$200K	Buy	+2,724	New	+$194K	0.05%	299
2025 Q2	–	Sell	-31,976	Closed	-$2.09M	–	353
2025 Q1	$2.09M	Buy	+31,976	New	+$2.16M	0.67%	63
2022 Q2	–	Sell	-3,136	Closed	-$200K	–	400
2022 Q1	$200K	Buy	+3,136	New	+$228K	0.18%	199
2021 Q4	–	Sell	-7,463	Closed	-$352K	–	431
2021 Q3	$352K	Buy	+7,463	New	+$521K	0.4%	90
2021 Q2	–	Sell	-840	Closed	-$57K	–	442
2021 Q1	$57K	Sell	840 -10,442	-93%	-$635K	0.06%	315
2020 Q4	$618K	Buy	+11,282	New	+$622K	0.69%	33
2020 Q3	–	Sell	-7,463	Closed	-$352K	–	459
2020 Q2	$352K	Buy	7,463 +6,831	+1,081%	+$298K	0.4%	90
2020 Q1	$24K	Buy	+632	New	+$26.9K	0.04%	365
2019 Q4	–	Sell	-5,999	Closed	-$279K	–	261
2019 Q3	$279K	Sell	5,999 -5,571	-48%	-$258K	0.18%	182
2019 Q2	$546K	Buy	+11,570	New	+$567K	0.31%	150

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Neo Ivy Capital Management's AOS Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 2,724 shares — an estimated $200K sold.

Neo Ivy Capital Management first reported a position in AOS in Q2 2019 and held it in 10 quarters. The position peaked at $2.09M in Q1 2025. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

Neo Ivy Capital Management reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 2,724 A.O. Smith shares in Q4 2025, an estimated $200K.
Neo Ivy Capital Management first reported a position in A.O. Smith in Q2 2019 and held it in 10 quarters.
Neo Ivy Capital Management's A.O. Smith position peaked at $2.09M in Q1 2025.
647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.