Trust Company of Vermont’s A.O. Smith AOS Stock Holding History

Trust Company of Vermont’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 Q4	$23.4K	Hold	350	–	–	﹤0.01%	720
2025 Q3	$25.7K	Hold	350	–	–	﹤0.01%	690
2025 Q2	$22.9K	Hold	350	–	–	﹤0.01%	691
2025 Q1	$22.9K	Buy	350 +150	+75%	+$10.1K	﹤0.01%	649
2024 Q4	$13.6K	Buy	+200	New	+$15.1K	﹤0.01%	735
2023 Q2	–	Sell	-30	Closed	-$2.08K	–	833
2023 Q1	$2.08K	Hold	30	–	–	﹤0.01%	808
2022 Q4	$1.72K	Hold	30	–	–	﹤0.01%	816
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	939
2022 Q2	$2K	Buy	+30	New	+$1.8K	﹤0.01%	852
2022 Q1	–	Sell	-30	Closed	-$3K	–	331
2021 Q4	$3K	Buy	+30	New	+$2.29K	﹤0.01%	747
2021 Q3	–	Sell	-130	Closed	-$9K	–	323
2021 Q2	$9K	Hold	130	–	–	﹤0.01%	646
2021 Q1	$9K	Sell	130 -8	-6%	-$486	﹤0.01%	638
2020 Q4	$8K	Buy	138 +8	+6%	+$441	﹤0.01%	646
2020 Q3	$7K	Hold	130	–	–	﹤0.01%	637
2020 Q2	$6K	Hold	130	–	–	﹤0.01%	667
2020 Q1	$5K	Buy	+130	New	+$5.54K	﹤0.01%	733

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 $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Trust Company of Vermont's AOS Position: Q4 2025 in Review

Trust Company of Vermont held its A.O. Smith (AOS) position steady in Q4 2025 at 350 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Trust Company of Vermont first reported a position in AOS in Q1 2020 and has held it in 16 quarters since. The position peaked at $25.7K in Q3 2025. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

Trust Company of Vermont held 350 shares of A.O. Smith worth $23.4K as of Q4 2025.
Trust Company of Vermont left its A.O. Smith share count unchanged in Q4 2025.
A.O. Smith made up ﹤0.01% of Trust Company of Vermont's portfolio in Q4 2025, its #720 holding.
Trust Company of Vermont first reported a position in A.O. Smith in Q1 2020 and has held it in 16 quarters since.
Trust Company of Vermont's A.O. Smith position peaked at $25.7K in Q3 2025.
647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.