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SRN Advisors’s A.O. Smith AOS Stock Holding History

SRN 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 		$709K Buy
10,807
+602
+6% +$39.4K 0.65% 73
2025
Q1 		$667K Sell
10,205
-312
-3% -$21.1K 0.75% 75
2024
Q4 		$717K Sell
10,517
-157
-1% -$11.9K 0.64% 87
2024
Q3 		$959K Sell
10,674
-432
-4% -$35.8K 0.85% 58
2024
Q2 		$908K Hold
11,106
– – 0.76% 67
2024
Q1 		$994K Buy
11,106
+540
+5% +$44.5K 0.78% 71
2023
Q4 		$871K Buy
+10,566
New +$779K 0.78% 64

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

SRN Advisors's AOS Position: Q2 2025 in Review

SRN Advisors increased its A.O. Smith (AOS) stake by 5.9% in Q2 2025, buying an estimated $39.4K and bringing the position to 10,807 shares worth $709K. The position accounts for 0.65% of the portfolio, ranked #73.

SRN Advisors first reported a position in AOS in Q4 2023 and has held it in 7 quarters since. The position peaked at $994K in Q1 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • SRN Advisors held 10,807 shares of A.O. Smith worth $709K as of Q2 2025.
  • SRN Advisors bought 602 A.O. Smith shares in Q2 2025, an estimated $39.4K.
  • A.O. Smith made up 0.65% of SRN Advisors's portfolio in Q2 2025, its #73 holding.
  • SRN Advisors first reported a position in A.O. Smith in Q4 2023 and has held it in 7 quarters since.
  • SRN Advisors's A.O. Smith position peaked at $994K in Q1 2024.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on SRN Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.