Shell Asset Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-5,844
| Closed | -$383K | – | 1156 |
|
|
2025
Q2 | $383K | Hold |
5,844
| – | – | 0.01% | 562 |
|
|
2025
Q1 | $382K | Sell |
5,844
-241
| -4% | -$16.3K | 0.02% | 545 |
|
|
2024
Q4 | $415K | Sell |
6,085
-2,243
| -27% | -$170K | 0.02% | 558 |
|
|
2024
Q3 | $748K | Buy |
+8,328
| New | +$689K | 0.03% | 381 |
|
|
2024
Q1 | $693K | Buy |
8,475
+3,595
| +74% | +$296K | 0.03% | 378 |
|
|
2023
Q4 | $402K | Sell |
4,880
-1,491
| -23% | -$110K | 0.02% | 598 |
|
|
2023
Q3 | $421K | Sell |
6,371
-31
| -0.5% | -$2.2K | 0.02% | 622 |
|
|
2023
Q2 | $466K | Hold |
6,402
| – | – | 0.02% | 605 |
|
|
2023
Q1 | $443K | Hold |
6,402
| – | – | 0.02% | 607 |
|
|
2022
Q4 | $366K | Sell |
6,402
-1,395
| -18% | -$78K | 0.02% | 688 |
|
|
2022
Q3 | $379K | Sell |
7,797
-2,054
| -21% | -$118K | 0.01% | 713 |
|
|
2022
Q2 | $539K | Sell |
9,851
-302
| -3% | -$18.1K | 0.02% | 670 |
|
|
2022
Q1 | $649K | Sell |
10,153
-2,687
| -21% | -$196K | 0.02% | 677 |
|
|
2021
Q4 | $1.1M | Sell |
12,840
-507
| -4% | -$38.6K | 0.02% | 523 |
|
|
2021
Q3 | $815K | Sell |
13,347
-473
| -3% | -$33K | 0.02% | 602 |
|
|
2021
Q2 | $996K | Sell |
13,820
-300
| -2% | -$20.7K | 0.02% | 572 |
|
|
2021
Q1 | $955K | Sell |
14,120
-600
| -4% | -$36.5K | 0.02% | 555 |
|
|
2020
Q4 | $807K | Sell |
14,720
-13,562
| -48% | -$748K | 0.02% | 575 |
|
|
2020
Q3 | $1.49M | Sell |
28,282
-700
| -2% | -$35K | 0.03% | 384 |
|
|
2020
Q2 | $1.37M | Buy |
28,982
+27,900
| +2,579% | +$1.22M | 0.03% | 377 |
|
|
2020
Q1 | $41K | Sell |
1,082
-3,597
| -77% | -$153K | ﹤0.01% | 1179 |
|
|
2019
Q4 | $223K | Sell |
4,679
-5,019
| -52% | -$243K | ﹤0.01% | 1115 |
|
|
2019
Q3 | $463K | Hold |
9,698
| – | – | 0.01% | 943 |
|
|
2019
Q2 | $457K | Hold |
9,698
| – | – | 0.01% | 953 |
|
|
2019
Q1 | $517K | Buy |
9,698
+5,019
| +107% | +$249K | 0.01% | 898 |
|
|
2018
Q4 | $200K | Sell |
4,679
-6,857
| -59% | -$315K | 0.01% | 1038 |
|
|
2018
Q3 | $616K | Sell |
11,536
-582
| -5% | -$34.2K | 0.01% | 901 |
|
|
2018
Q2 | $717K | Buy |
12,118
+2,609
| +27% | +$164K | 0.01% | 823 |
|
|
2018
Q1 | $605K | Buy |
9,509
+1,905
| +25% | +$123K | 0.01% | 849 |
|
|
2017
Q4 | $466K | Hold |
7,604
| – | – | 0.01% | 927 |
|
|
2017
Q3 | $452K | Sell |
7,604
-500
| -6% | -$28K | 0.01% | 903 |
|
|
2017
Q2 | $456K | Sell |
8,104
-2,292
| -22% | -$124K | 0.01% | 928 |
|
|
2017
Q1 | $532K | Hold |
10,396
| – | – | 0.01% | 886 |
|
|
2016
Q4 | $492K | Sell |
10,396
-7,436
| -42% | -$359K | 0.01% | 883 |
|
|
2016
Q3 | $881K | Sell |
17,832
-2,450
| -12% | -$114K | 0.02% | 696 |
|
|
2016
Q2 | $894K | Buy |
+20,282
| New | +$819K | 0.02% | 595 |
|
Other funds holding AOS
Shell Asset Management's AOS Position: Q3 2025 in Review
Shell Asset Management sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 5,844 shares — an estimated $383K sold.
Shell Asset Management first reported a position in AOS in Q2 2016 and held it in 36 quarters. The position peaked at $1.49M in Q3 2020. 630 funds tracked by Wall St. Rank hold AOS as of Q3 2025.
- Shell Asset Management reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
- Shell Asset Management sold 5,844 A.O. Smith shares in Q3 2025, an estimated $383K.
- Shell Asset Management first reported a position in A.O. Smith in Q2 2016 and held it in 36 quarters.
- Shell Asset Management's A.O. Smith position peaked at $1.49M in Q3 2020.
- 630 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.
Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.