Vienna Insurance Group’s A.O. Smith AOS Stock Holding History

Vienna Insurance Group’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	-12,961	Closed	-$850K	–	34
2025 Q2	$850K	Sell	12,961 -2,646	-17%	-$173K	0.53%	59
2025 Q1	$1.02M	Buy	15,607 +184	+1%	+$12.4K	0.56%	75
2024 Q4	$1.05M	Sell	15,423 -958	-6%	-$72.6K	0.61%	74
2024 Q3	$1.47M	Buy	16,381 +1,461	+10%	+$121K	0.63%	50
2024 Q2	$1.22M	Sell	14,920 -826	-5%	-$69.9K	0.48%	79
2024 Q1	$1.41M	Sell	15,746 -1,605	-9%	-$132K	0.55%	52
2023 Q4	$1.43M	Sell	17,351 -6,431	-27%	-$474K	0.66%	30
2023 Q3	$1.57M	Buy	23,782 +3,503	+17%	+$249K	0.7%	69
2023 Q2	$1.48M	Buy	20,279 +7,831	+63%	+$536K	0.68%	43
2023 Q1	$861K	Buy	+12,448	New	+$809K	0.51%	26
2020 Q1	–	Sell	-28,625	Closed	-$1.36M	–	18
2019 Q4	$1.36M	Sell	28,625 -15,850	-36%	-$768K	1.26%	59
2019 Q3	$2.12M	Buy	44,475 +14,967	+51%	+$692K	1.8%	16
2019 Q2	$1.39M	Sell	29,508 -2,380	-7%	-$117K	1.43%	56
2019 Q1	$1.7M	Sell	31,888 -15,117	-32%	-$751K	1.78%	15
2018 Q4	$2.01M	Buy	47,005 +33,132	+239%	+$1.52M	1.54%	35
2018 Q3	$740K	Buy	13,873 +1,503	+12%	+$88.3K	0.49%	69
2018 Q2	$732K	Sell	12,370 -651	-5%	-$41K	0.51%	58
2018 Q1	$828K	Buy	+13,021	New	+$840K	0.55%	29

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Vienna Insurance Group's AOS Position: Q3 2025 in Review

Vienna Insurance Group sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 12,961 shares — an estimated $850K sold.

Vienna Insurance Group first reported a position in AOS in Q1 2018 and held it in 18 quarters. The position peaked at $2.12M in Q3 2019. 630 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

Vienna Insurance Group reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
Vienna Insurance Group sold 12,961 A.O. Smith shares in Q3 2025, an estimated $850K.
Vienna Insurance Group first reported a position in A.O. Smith in Q1 2018 and held it in 18 quarters.
Vienna Insurance Group's A.O. Smith position peaked at $2.12M in Q3 2019.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Vienna Insurance Group's 13F filing for Q3 2025, filed 3 Nov 2025.