NewSquare Capital’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-9
| Closed | -$590 | – | 241 |
|
|
2025
Q2 | $590 | Buy |
+9
| New | +$589 | ﹤0.01% | 1121 |
|
|
2024
Q3 | – | Sell |
-300
| Closed | -$24.5K | – | 341 |
|
|
2024
Q2 | $24.5K | Hold |
300
| – | – | ﹤0.01% | 180 |
|
|
2024
Q1 | $26.8K | Sell |
300
-1,417
| -83% | -$117K | ﹤0.01% | 202 |
|
|
2023
Q4 | $142K | Hold |
1,717
| – | – | 0.01% | 155 |
|
|
2023
Q3 | $114K | Sell |
1,717
-49,472
| -97% | -$3.51M | 0.01% | 160 |
|
|
2023
Q2 | $3.73M | Buy |
51,189
+1,420
| +3% | +$97.2K | 0.39% | 88 |
|
|
2023
Q1 | $3.44M | Buy |
+49,769
| New | +$3.23M | 0.41% | 90 |
|
|
2019
Q3 | – | Sell |
-1,200
| Closed | -$57K | – | 279 |
|
|
2019
Q2 | $57K | Hold |
1,200
| – | – | 0.01% | 163 |
|
|
2019
Q1 | $64K | Hold |
1,200
| – | – | 0.01% | 152 |
|
|
2018
Q4 | $51K | Hold |
1,200
| – | – | 0.01% | 154 |
|
|
2018
Q3 | $64K | Hold |
1,200
| – | – | 0.01% | 157 |
|
|
2018
Q2 | $72K | Hold |
1,200
| – | – | 0.01% | 150 |
|
|
2018
Q1 | $76K | Hold |
1,200
| – | – | 0.02% | 130 |
|
|
2017
Q4 | $74K | Hold |
1,200
| – | – | 0.02% | 134 |
|
|
2017
Q3 | $71K | Hold |
1,200
| – | – | 0.02% | 125 |
|
|
2017
Q2 | $68K | Hold |
1,200
| – | – | 0.02% | 121 |
|
|
2017
Q1 | $61K | Hold |
1,200
| – | – | 0.01% | 127 |
|
|
2016
Q4 | $57K | Hold |
1,200
| – | – | 0.01% | 144 |
|
|
2016
Q3 | $59K | Hold |
1,200
| – | – | 0.01% | 150 |
|
|
2016
Q2 | $53K | Hold |
1,200
| – | – | 0.01% | 161 |
|
|
2016
Q1 | $46K | Hold |
1,200
| – | – | 0.01% | 169 |
|
|
2015
Q4 | $46K | Hold |
1,200
| – | – | 0.01% | 152 |
|
|
2015
Q3 | $39K | Hold |
1,200
| – | – | 0.01% | 156 |
|
|
2015
Q2 | $43K | Hold |
1,200
| – | – | 0.01% | 161 |
|
|
2015
Q1 | $39K | Hold |
1,200
| – | – | 0.01% | 164 |
|
|
2014
Q4 | $34K | Hold |
1,200
| – | – | 0.01% | 173 |
|
|
2014
Q3 | $28K | Hold |
1,200
| – | – | 0.01% | 189 |
|
|
2014
Q2 | $30K | Hold |
1,200
| – | – | 0.01% | 173 |
|
|
2014
Q1 | $28K | Hold |
1,200
| – | – | 0.01% | 161 |
|
|
2013
Q4 | $32K | Hold |
1,200
| – | – | 0.02% | 136 |
|
|
2013
Q3 | $27K | Buy |
+1,200
| New | +$25.1K | 0.01% | 132 |
|
Other funds holding AOS
NewSquare Capital's AOS Position: Q3 2025 in Review
NewSquare Capital sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 9 shares — an estimated $590 sold.
NewSquare Capital first reported a position in AOS in Q3 2013 and held it in 31 quarters. The position peaked at $3.73M in Q2 2023. 631 funds tracked by Wall St. Rank hold AOS as of Q3 2025.
- NewSquare Capital reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
- NewSquare Capital sold 9 A.O. Smith shares in Q3 2025, an estimated $590.
- NewSquare Capital first reported a position in A.O. Smith in Q3 2013 and held it in 31 quarters.
- NewSquare Capital's A.O. Smith position peaked at $3.73M in Q2 2023.
- 631 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.
Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.