OP
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ORG Partners’s A.O. Smith AOS Stock Holding History

ORG Partners’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 		$5.08K Sell
76
-18
-19% -$1.22K ﹤0.01% 1215
2025
Q3 		$7K Buy
94
+2
+2% +$143 ﹤0.01% 1054
2025
Q2 		$6.32K Sell
92
-59
-39% -$3.86K ﹤0.01% 998
2025
Q1 		$75.9K Sell
151
-2,016
-93% -$136K 0.02% 425
2024
Q4 		$148K Sell
2,167
-38
-2% -$2.88K 0.02% 366
2024
Q3 		$198K Sell
2,205
-5,840
-73% -$483K 0.03% 282
2024
Q2 		$645K Buy
8,045
+7,433
+1,215% +$629K 0.08% 207
2024
Q1 		$54.5K Buy
612
+532
+665% +$43.9K 0.1% 128
2023
Q4 		$6.8K Sell
80
-7,448
-99% -$549K ﹤0.01% 808
2023
Q3 		$498K Sell
7,528
-684
-8% -$48.6K 0.15% 159
2023
Q2 		$596K Buy
+8,212
New +$562K 0.1% 190

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

ORG Partners's AOS Position: Q4 2025 in Review

ORG Partners reduced its A.O. Smith (AOS) stake by 19% in Q4 2025, selling an estimated $1.22K and leaving 76 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

ORG Partners first reported a position in AOS in Q2 2023 and has held it in 11 quarters since. The position peaked at $645K in Q2 2024. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • ORG Partners held 76 shares of A.O. Smith worth $5.08K as of Q4 2025.
  • ORG Partners sold 18 A.O. Smith shares in Q4 2025, an estimated $1.22K.
  • A.O. Smith made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #1215 holding.
  • ORG Partners first reported a position in A.O. Smith in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's A.O. Smith position peaked at $645K in Q2 2024.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.