Washington Trust’s A.O. Smith AOS Stock Holding History

Washington Trust’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	-83	Closed	-$5.43K	–	279
2025 Q1	$5.43K	Hold	83	–	–	﹤0.01%	651
2024 Q4	$5.64K	Sell	83 -3	-3%	-$227	﹤0.01%	725
2024 Q3	$7.75K	Buy	86 +3	+4%	+$248	﹤0.01%	686
2024 Q2	$6.79K	Hold	83	–	–	﹤0.01%	703
2024 Q1	$7.39K	Buy	83 +2	+2%	+$165	﹤0.01%	695
2023 Q4	$6.71K	Sell	81 -53	-40%	-$3.91K	﹤0.01%	674
2023 Q3	$8.86K	Hold	134	–	–	﹤0.01%	638
2023 Q2	$9.75K	Hold	134	–	–	﹤0.01%	647
2023 Q1	$9.27K	Hold	134	–	–	﹤0.01%	664
2022 Q4	$7.67K	Sell	134 -169	-56%	-$9.45K	﹤0.01%	673
2022 Q3	$15K	Hold	303	–	–	﹤0.01%	584
2022 Q2	$17K	Hold	303	–	–	﹤0.01%	570
2022 Q1	$19K	Sell	303 -146	-33%	-$10.6K	﹤0.01%	588
2021 Q4	$39K	Buy	449 +169	+60%	+$12.9K	﹤0.01%	478
2021 Q3	$17K	Buy	+280	New	+$19.6K	﹤0.01%	710
2020 Q3	–	Sell	-680	Closed	-$32K	–	983
2020 Q2	$32K	Buy	+680	New	+$29.7K	﹤0.01%	467

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

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

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

Washington Trust's AOS Position: Q2 2025 in Review

Washington Trust sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 83 shares — an estimated $5.43K sold.

Washington Trust first reported a position in AOS in Q2 2020 and held it in 16 quarters. The position peaked at $39K in Q4 2021. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Washington Trust reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 83 A.O. Smith shares in Q2 2025, an estimated $5.43K.
Washington Trust first reported a position in A.O. Smith in Q2 2020 and held it in 16 quarters.
Washington Trust's A.O. Smith position peaked at $39K in Q4 2021.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

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