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S&CO Inc’s A.O. Smith AOS Stock Holding History

S&CO Inc’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
Q4 		– Sell
-2,990
Closed -$219K – 221
2025
Q3 		$219K Buy
+2,990
New +$213K 0.01% 216
2024
Q4 		– Sell
-2,400
Closed -$215K – 211
2024
Q3 		$215K Buy
+2,400
New +$199K 0.01% 208
2024
Q2 		– Sell
-2,400
Closed -$214K – 218
2024
Q1 		$214K Buy
+2,400
New +$198K 0.02% 204
2022
Q1 		– Sell
-2,400
Closed -$206K – 190
2021
Q4 		$206K Buy
+2,400
New +$183K 0.01% 188

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

S&CO Inc's AOS Position: Q4 2025 in Review

S&CO Inc sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 2,990 shares — an estimated $219K sold.

S&CO Inc first reported a position in AOS in Q4 2021 and held it in 4 quarters. The position peaked at $219K in Q3 2025. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • S&CO Inc reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • S&CO Inc sold 2,990 A.O. Smith shares in Q4 2025, an estimated $219K.
  • S&CO Inc first reported a position in A.O. Smith in Q4 2021 and held it in 4 quarters.
  • S&CO Inc's A.O. Smith position peaked at $219K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on S&CO Inc's 13F filing for Q4 2025, filed 5 Feb 2026.