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Raleigh Capital Management’s A.O. Smith AOS Stock Holding History

Raleigh Capital 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
-21
Closed -$1.37K – 643
2025
Q1 		$1.37K Sell
21
-23
-52% -$1.55K ﹤0.01% 435
2024
Q4 		$3K Sell
44
-5
-10% -$379 ﹤0.01% 790
2024
Q3 		$4.4K Buy
49
+34
+227% +$2.81K ﹤0.01% 713
2024
Q2 		$1.23K Hold
15
– – ﹤0.01% 831
2024
Q1 		$1.34K Buy
+15
New +$1.24K ﹤0.01% 811

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Raleigh Capital Management's AOS Position: Q2 2025 in Review

Raleigh Capital Management sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 21 shares — an estimated $1.37K sold.

Raleigh Capital Management first reported a position in AOS in Q1 2024 and held it in 5 quarters. The position peaked at $4.4K in Q3 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • Raleigh Capital Management reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 21 A.O. Smith shares in Q2 2025, an estimated $1.37K.
  • Raleigh Capital Management first reported a position in A.O. Smith in Q1 2024 and held it in 5 quarters.
  • Raleigh Capital Management's A.O. Smith position peaked at $4.4K in Q3 2024.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Raleigh Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.