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BOLTON SECURITIES CORPORATION’s A.O. Smith AOS Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$1.31M Buy
+17,866
New +$1.28M 0.06% 318
2025
Q1 		$1.63M Buy
+24,910
New +$1.68M 0.1% 232

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's AOS Position: Q3 2025 in Review

BOLTON SECURITIES CORPORATION opened a new position in A.O. Smith (AOS) in Q3 2025: 17,866 shares worth $1.31M. The stake represents 0.06% of the portfolio and ranks #318 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in AOS as recently as Q1 2025.

BOLTON SECURITIES CORPORATION first reported a position in AOS in Q1 2025 and has held it in 2 quarters since. The position peaked at $1.63M in Q1 2025. 634 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • BOLTON SECURITIES CORPORATION held 17,866 shares of A.O. Smith worth $1.31M as of Q3 2025.
  • A.O. Smith was a new BOLTON SECURITIES CORPORATION position in Q3 2025.
  • A.O. Smith made up 0.06% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2025, its #318 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in A.O. Smith in Q1 2025 and has held it in 2 quarters since.
  • BOLTON SECURITIES CORPORATION's A.O. Smith position peaked at $1.63M in Q1 2025.
  • 634 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2025, filed 12 Nov 2026.