Sierra Ocean’s A.O. Smith AOS Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-113	Closed	-$7.46K	–	107
2025 Q2	$7.46K	Hold	113	–	–	0.01%	513
2025 Q1	$7.44K	Sell	113 -93	-45%	-$6.29K	0.01%	500
2024 Q4	$14.1K	Buy	+206	New	+$15.6K	0.01%	357

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Sierra Ocean's AOS Position: Q3 2025 in Review

Sierra Ocean sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 113 shares — an estimated $7.46K sold.

Sierra Ocean first reported a position in AOS in Q4 2024 and held it in 3 quarters. The position peaked at $14.1K in Q4 2024. 631 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

Sierra Ocean reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 113 A.O. Smith shares in Q3 2025, an estimated $7.46K.
Sierra Ocean first reported a position in A.O. Smith in Q4 2024 and held it in 3 quarters.
Sierra Ocean's A.O. Smith position peaked at $14.1K in Q4 2024.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.