North Capital’s A.O. Smith AOS Stock Holding History

North Capital’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	-1	Closed	-$73	–	123
2025 Q3	$73	Buy	+1	New	+$71	﹤0.01%	688

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 $3.37T AUM 44.26% 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

North Capital's AOS Position: Q4 2025 in Review

North Capital sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 1 share — an estimated $73 sold.

North Capital first reported a position in AOS in Q3 2025 and held it in 1 quarter. The position peaked at $73 in Q3 2025. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

North Capital reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
North Capital sold 1 A.O. Smith share in Q4 2025, an estimated $73.
North Capital first reported a position in A.O. Smith in Q3 2025 and held it in 1 quarter.
North Capital's A.O. Smith position peaked at $73 in Q3 2025.
647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.