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Winthrop Capital Management’s A.O. Smith AOS Stock Holding History

Winthrop Capital Management’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
-15
Closed -$1K – 355
2025
Q3 		$1K Hold
15
– – ﹤0.01% 284
2025
Q2 		$1K Hold
15
– – ﹤0.01% 288
2025
Q1 		$1K Buy
+15
New +$1.01K ﹤0.01% 266

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Winthrop Capital Management's AOS Position: Q4 2025 in Review

Winthrop Capital Management sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 15 shares — an estimated $1K sold.

Winthrop Capital Management first reported a position in AOS in Q1 2025 and held it in 3 quarters. The position peaked at $1K in Q3 2025. 644 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • Winthrop Capital Management reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • Winthrop Capital Management sold 15 A.O. Smith shares in Q4 2025, an estimated $1K.
  • Winthrop Capital Management first reported a position in A.O. Smith in Q1 2025 and held it in 3 quarters.
  • Winthrop Capital Management's A.O. Smith position peaked at $1K in Q3 2025.
  • 644 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Winthrop Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.