Stone Run Capital’s A.O. Smith AOS Stock Holding History

Stone Run Capital’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	$1.64M	Sell	22,300 -4,300	-16%	-$307K	0.64%	43
2025 Q2	$1.74M	Sell	26,600 -1,972	-7%	-$129K	0.7%	41
2025 Q1	$1.87M	Buy	+28,572	New	+$1.93M	0.79%	38

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Stone Run Capital's AOS Position: Q3 2025 in Review

Stone Run Capital reduced its A.O. Smith (AOS) stake by 16% in Q3 2025, selling an estimated $307K and leaving 22,300 shares worth $1.64M. The position accounts for 0.64% of the portfolio, ranked #43.

Stone Run Capital first reported a position in AOS in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.87M in Q1 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

Stone Run Capital held 22,300 shares of A.O. Smith worth $1.64M as of Q3 2025.
Stone Run Capital sold 4,300 A.O. Smith shares in Q3 2025, an estimated $307K.
A.O. Smith made up 0.64% of Stone Run Capital's portfolio in Q3 2025, its #43 holding.
Stone Run Capital first reported a position in A.O. Smith in Q1 2025 and has held it in 3 quarters since.
Stone Run Capital's A.O. Smith position peaked at $1.87M in Q1 2025.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Stone Run Capital's 13F filing for Q3 2025, filed 14 Nov 2025.