Welch Group’s A.O. Smith AOS Stock Holding History

Welch 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 Q4	–	Sell	-2,754	Closed	-$202K	–	311
2025 Q3	$202K	Buy	+2,754	New	+$197K	0.01%	285
2024 Q4	–	Sell	-2,754	Closed	-$247K	–	266
2024 Q3	$247K	Hold	2,754	–	–	0.01%	225
2024 Q2	$225K	Buy	+2,754	New	+$233K	0.01%	231

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Welch Group's AOS Position: Q4 2025 in Review

Welch Group sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 2,754 shares — an estimated $202K sold.

Welch Group first reported a position in AOS in Q2 2024 and held it in 3 quarters. The position peaked at $247K in Q3 2024. 644 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

Welch Group reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
Welch Group sold 2,754 A.O. Smith shares in Q4 2025, an estimated $202K.
Welch Group first reported a position in A.O. Smith in Q2 2024 and held it in 3 quarters.
Welch Group's A.O. Smith position peaked at $247K in Q3 2024.
644 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Welch Group's 13F filing for Q4 2025, filed 26 Jan 2026.