Summit Financial’s A.O. Smith AOS Stock Holding History

Summit Financial’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 Q1	–	Sell	-4,487	Closed	-$306K	–	708
2024 Q4	$306K	Buy	4,487 +2,041	+83%	+$155K	0.01%	535
2024 Q3	$220K	Sell	2,446 -160	-6%	-$13.2K	0.01%	506
2024 Q2	$213K	Buy	+2,606	New	+$221K	0.01%	470

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 $3.37T AUM 44.26% 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

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Summit Financial's AOS Position: Q1 2025 in Review

Summit Financial sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 4,487 shares — an estimated $306K sold.

Summit Financial first reported a position in AOS in Q2 2024 and held it in 3 quarters. The position peaked at $306K in Q4 2024. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

Summit Financial reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
Summit Financial sold 4,487 A.O. Smith shares in Q1 2025, an estimated $306K.
Summit Financial first reported a position in A.O. Smith in Q2 2024 and held it in 3 quarters.
Summit Financial's A.O. Smith position peaked at $306K in Q4 2024.
657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Summit Financial's 13F filing for Q1 2025, filed 14 May 2025.