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New Millennium Group’s A.O. Smith AOS Stock Holding History

New Millennium Group’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
-3
Closed -$220 – 414
2025
Q3 		$220 Buy
+3
New +$214 ﹤0.01% 414
2023
Q4 		– Sell
-33
Closed -$2.18K – 428
2023
Q3 		$2.18K Buy
+33
New +$2.34K ﹤0.01% 275

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

New Millennium Group's AOS Position: Q4 2025 in Review

New Millennium Group sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 3 shares — an estimated $220 sold.

New Millennium Group first reported a position in AOS in Q3 2023 and held it in 2 quarters. The position peaked at $2.18K in Q3 2023. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • New Millennium Group reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • New Millennium Group sold 3 A.O. Smith shares in Q4 2025, an estimated $220.
  • New Millennium Group first reported a position in A.O. Smith in Q3 2023 and held it in 2 quarters.
  • New Millennium Group's A.O. Smith position peaked at $2.18K in Q3 2023.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on New Millennium Group's 13F filing for Q4 2025, filed 6 Feb 2026.