TownSquare Capital’s A.O. Smith AOS Stock Holding History

TownSquare 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 Q2	–	Sell	-10,499	Closed	-$686K	–	647
2025 Q1	$686K	Buy	10,499 +601	+6%	+$40.6K	0.01%	995
2024 Q4	$675K	Buy	+9,898	New	+$750K	0.01%	902

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

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

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

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

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

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

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

TownSquare Capital's AOS Position: Q2 2025 in Review

TownSquare Capital sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 10,499 shares — an estimated $686K sold.

TownSquare Capital first reported a position in AOS in Q4 2024 and held it in 2 quarters. The position peaked at $686K in Q1 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

TownSquare Capital reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
TownSquare Capital sold 10,499 A.O. Smith shares in Q2 2025, an estimated $686K.
TownSquare Capital first reported a position in A.O. Smith in Q4 2024 and held it in 2 quarters.
TownSquare Capital's A.O. Smith position peaked at $686K in Q1 2025.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on TownSquare Capital's 13F filing for Q2 2025, filed 13 Aug 2025.