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AOS icon

TOBAM’s A.O. Smith AOS Stock Holding History

TOBAM’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
-199
Closed -$13K – 254
2025
Q1 		$13K Sell
199
-126
-39% -$8.52K 0.01% 219
2024
Q4 		$22K Hold
325
– – 0.01% 315
2024
Q3 		$29K Buy
325
+85
+35% +$7.03K 0.01% 311
2024
Q2 		$20K Buy
+240
New +$20.3K ﹤0.01% 319
2022
Q4 		– Sell
-391
Closed -$19K – 410
2022
Q3 		$19K Sell
391
-199
-34% -$11.4K ﹤0.01% 422
2022
Q2 		$32K Sell
590
-11,034
-95% -$662K ﹤0.01% 402
2022
Q1 		$743K Sell
11,624
-40,142
-78% -$2.92M 0.04% 157
2021
Q4 		$4.44M Buy
51,766
+4,364
+9% +$333K 0.2% 87
2021
Q3 		$2.9M Buy
47,402
+26,888
+131% +$1.88M 0.12% 99
2021
Q2 		$1.48M Buy
20,514
+18,544
+941% +$1.28M 0.06% 116
2021
Q1 		$133K Buy
1,970
+494
+33% +$30K 0.01% 221
2020
Q4 		$81K Sell
1,476
-639
-30% -$35.2K ﹤0.01% 265
2020
Q3 		$112K Buy
2,115
+1,274
+151% +$63.6K 0.01% 213
2020
Q2 		$40K Buy
+841
New +$36.7K ﹤0.01% 138

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

TOBAM's AOS Position: Q2 2025 in Review

TOBAM sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 199 shares — an estimated $13K sold.

TOBAM first reported a position in AOS in Q2 2020 and held it in 14 quarters. The position peaked at $4.44M in Q4 2021. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • TOBAM reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • TOBAM sold 199 A.O. Smith shares in Q2 2025, an estimated $13K.
  • TOBAM first reported a position in A.O. Smith in Q2 2020 and held it in 14 quarters.
  • TOBAM's A.O. Smith position peaked at $4.44M in Q4 2021.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on TOBAM's 13F filing for Q2 2025, filed 8 Aug 2025.