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Sienna Gestion’s A.O. Smith AOS Stock Holding History

Sienna Gestion’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
-5,375
Closed -$360K – 153
2025
Q3 		$360K Hold
5,375
– – 0.03% 154
2025
Q2 		$322K Hold
5,375
– – 0.02% 156
2025
Q1 		$341K Hold
5,375
– – 0.03% 156
2024
Q4 		$367K Hold
5,375
– – 0.02% 179
2024
Q3 		$482K Buy
+5,375
New +$445K 0.03% 177
2024
Q2 		– Sell
-85,488
Closed -$7.65M – 162
2024
Q1 		$7.65M Buy
+85,488
New +$7.05M 0.66% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Sienna Gestion's AOS Position: Q4 2025 in Review

Sienna Gestion sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 5,375 shares — an estimated $360K sold.

Sienna Gestion first reported a position in AOS in Q1 2024 and held it in 6 quarters. The position peaked at $7.65M in Q1 2024. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • Sienna Gestion reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • Sienna Gestion sold 5,375 A.O. Smith shares in Q4 2025, an estimated $360K.
  • Sienna Gestion first reported a position in A.O. Smith in Q1 2024 and held it in 6 quarters.
  • Sienna Gestion's A.O. Smith position peaked at $7.65M in Q1 2024.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Sienna Gestion's 13F filing for Q4 2025, filed 13 Feb 2026.