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Simon Quick Advisors’s A.O. Smith AOS Stock Holding History

Simon Quick Advisors’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
-6,065
Closed -$396K – 378
2025
Q1 		$396K Buy
6,065
+857
+16% +$57.9K 0.02% 353
2024
Q4 		$355K Sell
5,208
-341
-6% -$25.8K 0.02% 329
2024
Q3 		$498K Buy
5,549
+1,392
+33% +$115K 0.03% 240
2024
Q2 		$340K Buy
+4,157
New +$352K 0.02% 266
2019
Q3 		– Sell
-32
Closed -$1.51K – 378
2019
Q2 		$1.51K Buy
+32
New +$1.57K ﹤0.01% 390
2019
Q1 		– Sell
-500
Closed -$21K – 392
2018
Q4 		$21K Buy
+500
New +$23K 0.01% 246

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Simon Quick Advisors's AOS Position: Q2 2025 in Review

Simon Quick Advisors sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 6,065 shares — an estimated $396K sold.

Simon Quick Advisors first reported a position in AOS in Q4 2018 and held it in 6 quarters. The position peaked at $498K in Q3 2024. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • Simon Quick Advisors reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • Simon Quick Advisors sold 6,065 A.O. Smith shares in Q2 2025, an estimated $396K.
  • Simon Quick Advisors first reported a position in A.O. Smith in Q4 2018 and held it in 6 quarters.
  • Simon Quick Advisors's A.O. Smith position peaked at $498K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Simon Quick Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.