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

Picton Mahoney 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 Q3	–	Sell	-9,328	Closed	-$612K	–	1068
2025 Q2	$612K	Buy	+9,328	New	+$610K	0.01%	471
2023 Q1	–	Sell	-2,552	Closed	-$146K	–	511
2022 Q4	$146K	Buy	+2,552	New	+$143K	0.01%	502
2014 Q2	–	Sell	-38,600	Closed	-$888K	–	304
2014 Q1	$888K	Buy	+38,600	New	+$941K	0.05%	200

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Picton Mahoney Asset Management's AOS Position: Q3 2025 in Review

Picton Mahoney Asset Management sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 9,328 shares — an estimated $612K sold.

Picton Mahoney Asset Management first reported a position in AOS in Q1 2014 and held it in 3 quarters. The position peaked at $888K in Q1 2014. 629 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

Picton Mahoney Asset Management reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
Picton Mahoney Asset Management sold 9,328 A.O. Smith shares in Q3 2025, an estimated $612K.
Picton Mahoney Asset Management first reported a position in A.O. Smith in Q1 2014 and held it in 3 quarters.
Picton Mahoney Asset Management's A.O. Smith position peaked at $888K in Q1 2014.
629 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Picton Mahoney Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.