A detailed history of Optimize Financial Inc transactions in Smith A O Corp stock. As of the latest transaction made, Optimize Financial Inc holds 3,226 shares of AOS stock, worth $221,335. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,226
Previous 3,248 0.68%
Holding current value
$221,335
Previous $212 Million 0.36%
% of portfolio
0.13%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025

SELL
$59.63 - $70.52 $1,311 - $1,551
-22 Reduced 0.68%
3,226 $212 Million
Q1 2025

May 16, 2025

BUY
$65.16 - $72.69 $211,639 - $236,097
3,248 New
3,248 $212 Million

Others Institutions Holding AOS

About SMITH A O CORP


  • Ticker AOS
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 126,870,000
  • Market Cap $8.7B
  • Description
  • A. O. Smith Corporation manufactures and markets residential and commercial gas, heat pump and electric water heaters, boilers, tanks, and water treatment products in North America, China, Europe, and India. It operates through two segments, North America and Rest of World. The company offers water heaters for residences, restaurants, hotels and...
More about AOS
Track This Portfolio

Track Optimize Financial Inc Portfolio

Follow Optimize Financial Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optimize Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Optimize Financial Inc with notifications on news.