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Plato Investment Management’s A.O. Smith AOS Stock Holding History

Plato Investment 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
-7,847
Closed -$513K – 518
2025
Q2 		$513K Hold
7,847
– – 0.04% 343
2025
Q1 		$518K Hold
7,847
– – 0.04% 325
2024
Q4 		$537K Hold
7,847
– – 0.04% 331
2024
Q3 		$704K Hold
7,847
– – 0.06% 286
2024
Q2 		$642K Hold
7,847
– – 0.06% 257
2024
Q1 		$702K Buy
+7,847
New +$647K 0.07% 238

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Plato Investment Management's AOS Position: Q3 2025 in Review

Plato Investment Management sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 7,847 shares — an estimated $513K sold.

Plato Investment Management first reported a position in AOS in Q1 2024 and held it in 6 quarters. The position peaked at $704K in Q3 2024. 629 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • Plato Investment Management reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
  • Plato Investment Management sold 7,847 A.O. Smith shares in Q3 2025, an estimated $513K.
  • Plato Investment Management first reported a position in A.O. Smith in Q1 2024 and held it in 6 quarters.
  • Plato Investment Management's A.O. Smith position peaked at $704K in Q3 2024.
  • 629 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Plato Investment Management's 13F filing for Q3 2025, filed 5 Nov 2025.