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

TwinBeech 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 Q3	–	Sell	-213,627	Closed	-$14M	–	559
2025 Q2	$14M	Buy	+213,627	New	+$14M	0.32%	91
2025 Q1	–	Sell	-167,613	Closed	-$11.4M	–	697
2024 Q4	$11.4M	Buy	+167,613	New	+$12.7M	0.2%	148
2023 Q3	–	Sell	-3,073	Closed	-$224K	–	630
2023 Q2	$224K	Buy	+3,073	New	+$210K	﹤0.01%	553
2022 Q2	–	Sell	-68,010	Closed	-$4.34M	–	495
2022 Q1	$4.34M	Buy	+68,010	New	+$4.95M	0.19%	143
2021 Q4	–	Sell	-24,412	Closed	-$1.49M	–	554
2021 Q3	$1.49M	Buy	+24,412	New	+$1.71M	0.11%	260
2021 Q1	–	Sell	-24,461	Closed	-$1.34M	–	446
2020 Q4	$1.34M	Buy	+24,461	New	+$1.35M	0.22%	140
2020 Q3	–	Sell	-19,307	Closed	-$910K	–	418
2020 Q2	$910K	Buy	+19,307	New	+$843K	0.2%	154

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

TwinBeech Capital's AOS Position: Q3 2025 in Review

TwinBeech Capital sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 213,627 shares — an estimated $14M sold.

TwinBeech Capital first reported a position in AOS in Q2 2020 and held it in 7 quarters. The position peaked at $14M in Q2 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

TwinBeech Capital reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
TwinBeech Capital sold 213,627 A.O. Smith shares in Q3 2025, an estimated $14M.
TwinBeech Capital first reported a position in A.O. Smith in Q2 2020 and held it in 7 quarters.
TwinBeech Capital's A.O. Smith position peaked at $14M in Q2 2025.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on TwinBeech Capital's 13F filing for Q3 2025, filed 14 Nov 2025.