Ostrum Asset Management’s A.O. Smith AOS Stock Holding History

Ostrum Asset 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 Q2	–	Sell	-1,819	Closed	-$119K	–	579
2025 Q1	$119K	Sell	1,819 -1,490	-45%	-$101K	0.01%	552
2024 Q4	$226K	Buy	3,309 +1,318	+66%	+$99.8K	0.02%	492
2024 Q3	$179K	Sell	1,991 -1,044	-34%	-$86.4K	0.01%	503
2024 Q2	$248K	Buy	3,035 +378	+14%	+$32K	0.02%	477
2024 Q1	$238K	Buy	2,657 +745	+39%	+$61.4K	0.02%	519
2023 Q4	$158K	Sell	1,912 -1,227	-39%	-$90.5K	0.01%	549
2023 Q3	$208K	Buy	3,139 +329	+12%	+$23.4K	0.02%	537
2023 Q2	$205K	Buy	2,810 +2	+0.1%	+$137	0.02%	527
2023 Q1	$194K	Buy	+2,808	New	+$183K	0.02%	531
2019 Q3	–	Sell	-44,700	Closed	-$2.11M	–	83
2019 Q2	$2.11M	Buy	44,700 +13,750	+44%	+$674K	0.58%	57
2019 Q1	$1.65M	Buy	30,950 +9,350	+43%	+$465K	0.54%	51
2018 Q4	$922K	Buy	+21,600	New	+$994K	0.36%	85

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

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Ostrum Asset Management's AOS Position: Q2 2025 in Review

Ostrum Asset Management sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 1,819 shares — an estimated $119K sold.

Ostrum Asset Management first reported a position in AOS in Q4 2018 and held it in 12 quarters. The position peaked at $2.11M in Q2 2019. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Ostrum Asset Management reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
Ostrum Asset Management sold 1,819 A.O. Smith shares in Q2 2025, an estimated $119K.
Ostrum Asset Management first reported a position in A.O. Smith in Q4 2018 and held it in 12 quarters.
Ostrum Asset Management's A.O. Smith position peaked at $2.11M in Q2 2019.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Ostrum Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.