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Thoroughbred Financial Services’s A.O. Smith AOS Stock Holding History

Thoroughbred Financial Services’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
-6,324
Closed -$413K – 557
2025
Q1 		$413K Buy
6,324
+640
+11% +$43.3K 0.03% 460
2024
Q4 		$387K Sell
5,684
-1,342
-19% -$102K 0.02% 478
2024
Q3 		$631K Sell
7,026
-1,523
-18% -$126K 0.04% 358
2024
Q2 		$699K Buy
+8,549
New +$723K 0.05% 327
2020
Q1 		– Sell
-9,480
Closed -$452K – 247
2019
Q4 		$452K Sell
9,480
-719
-7% -$34.9K 0.15% 160
2019
Q3 		$487K Buy
10,199
+256
+3% +$11.8K 0.18% 141
2019
Q2 		$469K Buy
9,943
+940
+10% +$46.1K 0.18% 121
2019
Q1 		$480K Sell
9,003
-248
-3% -$12.3K 0.2% 125
2018
Q4 		$395K Buy
+9,251
New +$426K 0.19% 119

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

Thoroughbred Financial Services's AOS Position: Q2 2025 in Review

Thoroughbred Financial Services sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 6,324 shares — an estimated $413K sold.

Thoroughbred Financial Services first reported a position in AOS in Q4 2018 and held it in 9 quarters. The position peaked at $699K in Q2 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • Thoroughbred Financial Services reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • Thoroughbred Financial Services sold 6,324 A.O. Smith shares in Q2 2025, an estimated $413K.
  • Thoroughbred Financial Services first reported a position in A.O. Smith in Q4 2018 and held it in 9 quarters.
  • Thoroughbred Financial Services's A.O. Smith position peaked at $699K in Q2 2024.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Thoroughbred Financial Services's 13F filing for Q2 2025, filed 8 Aug 2025.