A. O. Smith Corporation shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of A. O. Smith Corporation (AOS) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in A. O. Smith Corporation
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All positions including A. O. Smith Corporation held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in A. O. Smith Corporation by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 146k | 73.41 |
| 2025-06-30 | $30M | 460k | 65.57 |
| 2025-03-31 | $31M | 475k | 65.36 |
| 2024-12-31 | $866k | 13k | 68.21 |
| 2024-09-30 | $352k | 3.9k | 89.83 |
| 2024-06-30 | $323k | 3.9k | 81.78 |
| 2024-03-31 | $313k | 3.5k | 89.46 |
| 2023-12-31 | $747k | 9.1k | 82.44 |
| 2023-09-30 | $545k | 8.2k | 66.13 |
| 2023-06-30 | $668k | 9.2k | 72.78 |
| 2023-03-31 | $461k | 6.7k | 69.15 |
| 2022-12-31 | $382k | 6.7k | 57.24 |
| 2022-09-30 | $297k | 6.1k | 48.50 |
| 2022-06-30 | $326k | 6.0k | 54.64 |
| 2022-03-31 | $127k | 2.0k | 63.92 |
| 2021-12-31 | $288k | 3.4k | 85.94 |
| 2021-09-30 | $178k | 2.9k | 61.08 |
| 2021-06-30 | $261k | 3.6k | 72.16 |
| 2021-03-31 | $412k | 6.1k | 67.57 |
| 2020-12-31 | $272k | 5.0k | 54.81 |
| 2020-09-30 | $239k | 4.5k | 53.56 |
| 2020-06-30 | $220k | 4.8k | 46.30 |
| 2020-03-31 | $230k | 6.5k | 35.60 |
| 2019-12-31 | $276k | 5.8k | 47.78 |
| 2019-09-30 | $319k | 6.7k | 47.68 |
| 2019-06-30 | $317k | 6.7k | 47.10 |
| 2019-03-31 | $343k | 6.4k | 53.35 |
| 2018-12-31 | $106k | 2.5k | 42.62 |
| 2018-09-30 | $114k | 2.1k | 53.52 |
| 2018-06-30 | $134k | 2.3k | 59.19 |
| 2018-03-31 | $76k | 1.2k | 61.64 |
| 2017-12-31 | $61k | 1.0k | 60.82 |
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