Select Equity Group’s A.O. Smith AOS Stock Holding History

Select Equity Group’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	-809,461	Closed	-$52.9M	–	155
2025 Q1	$52.9M	Sell	809,461 -2,533,357	-76%	-$171M	0.23%	72
2024 Q4	$228M	Sell	3,342,818 -877,969	-21%	-$66.5M	0.91%	36
2024 Q3	$379M	Buy	4,220,787 +368,320	+10%	+$30.5M	1.36%	27
2024 Q2	$315M	Buy	3,852,467 +400,304	+12%	+$33.9M	1.24%	28
2024 Q1	$309M	Buy	3,452,163 +2,917,743	+546%	+$241M	1.09%	28
2023 Q4	$44.1M	Buy	+534,420	New	+$39.4M	0.16%	82
2019 Q1	–	Sell	-717,521	Closed	-$30.6M	–	96
2018 Q4	$30.6M	Sell	717,521 -3,152,952	-81%	-$145M	0.23%	65
2018 Q3	$207M	Sell	3,870,473 -295,771	-7%	-$17.4M	1.53%	24
2018 Q2	$246M	Sell	4,166,244 -69,798	-2%	-$4.4M	1.98%	21
2018 Q1	$269M	Buy	4,236,042 +853,808	+25%	+$55.1M	2.21%	17
2017 Q4	$207M	Sell	3,382,234 -147,745	-4%	-$8.97M	1.65%	24
2017 Q3	$210M	Buy	3,529,979 +1,135,545	+47%	+$63.7M	1.59%	24
2017 Q2	$135M	Buy	2,394,434 +1,955,360	+445%	+$106M	0.96%	32
2017 Q1	$22.5M	Buy	+439,074	New	+$21.8M	0.17%	78
2015 Q2	–	Sell	-384,050	Closed	-$12.6M	–	103
2015 Q1	$12.6M	Buy	+384,050	New	+$11.7M	0.11%	90
2014 Q1	–	Sell	-581,040	Closed	-$15.7M	–	109
2013 Q4	$15.7M	Buy	+581,040	New	+$14.9M	0.16%	89

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

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

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

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

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

Select Equity Group's AOS Position: Q2 2025 in Review

Select Equity Group sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 809,461 shares — an estimated $52.9M sold.

Select Equity Group first reported a position in AOS in Q4 2013 and held it in 16 quarters. The position peaked at $379M in Q3 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Select Equity Group reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
Select Equity Group sold 809,461 A.O. Smith shares in Q2 2025, an estimated $52.9M.
Select Equity Group first reported a position in A.O. Smith in Q4 2013 and held it in 16 quarters.
Select Equity Group's A.O. Smith position peaked at $379M in Q3 2024.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Select Equity Group's 13F filing for Q2 2025, filed 14 Aug 2025.