Qtron Investments’s A.O. Smith AOS Stock Holding History

Qtron Investments’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 Q1	–	Sell	-9,225	Closed	-$629K	–	380
2024 Q4	$629K	Sell	9,225 -1,523	-14%	-$115K	0.09%	287
2024 Q3	$965K	Buy	10,748 +1,590	+17%	+$132K	0.13%	214
2024 Q2	$749K	Hold	9,158	–	–	0.11%	224
2024 Q1	$819K	Hold	9,158	–	–	0.12%	228
2023 Q4	$755K	Hold	9,158	–	–	0.12%	216
2023 Q3	$606K	Buy	9,158 +1,251	+16%	+$88.8K	0.12%	246
2023 Q2	$575K	Hold	7,907	–	–	0.11%	248
2023 Q1	$547K	Buy	7,907 +2,117	+37%	+$138K	0.11%	256
2022 Q4	$331K	Hold	5,790	–	–	0.07%	325
2022 Q3	$281K	Sell	5,790 -1,572	-21%	-$90.3K	0.07%	347
2022 Q2	$403K	Buy	+7,362	New	+$442K	0.09%	286
2021 Q3	–	Sell	-3,326	Closed	-$240K	–	301
2021 Q2	$240K	Sell	3,326 -3,836	-54%	-$265K	0.06%	307
2021 Q1	$484K	Hold	7,162	–	–	0.14%	201
2020 Q4	$393K	Buy	+7,162	New	+$395K	0.11%	230

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Qtron Investments's AOS Position: Q1 2025 in Review

Qtron Investments sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 9,225 shares — an estimated $629K sold.

Qtron Investments first reported a position in AOS in Q4 2020 and held it in 14 quarters. The position peaked at $965K in Q3 2024. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

Qtron Investments reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
Qtron Investments sold 9,225 A.O. Smith shares in Q1 2025, an estimated $629K.
Qtron Investments first reported a position in A.O. Smith in Q4 2020 and held it in 14 quarters.
Qtron Investments's A.O. Smith position peaked at $965K in Q3 2024.
657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Qtron Investments's 13F filing for Q1 2025, filed 13 May 2025.