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Advisory Alpha’s A.O. Smith AOS Stock Holding History

Advisory Alpha’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 		– Sell
-3,600
Closed -$236K – 519
2025
Q2 		$236K Sell
3,600
-42
-1% -$2.75K 0.01% 430
2025
Q1 		$238K Buy
3,642
+188
+5% +$12.7K 0.01% 401
2024
Q4 		$236K Buy
3,454
+274
+9% +$20.8K 0.01% 387
2024
Q3 		$286K Buy
+3,180
New +$263K 0.01% 318

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Advisory Alpha's AOS Position: Q3 2025 in Review

Advisory Alpha sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 3,600 shares — an estimated $236K sold.

Advisory Alpha first reported a position in AOS in Q3 2024 and held it in 4 quarters. The position peaked at $286K in Q3 2024. 629 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • Advisory Alpha reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
  • Advisory Alpha sold 3,600 A.O. Smith shares in Q3 2025, an estimated $236K.
  • Advisory Alpha first reported a position in A.O. Smith in Q3 2024 and held it in 4 quarters.
  • Advisory Alpha's A.O. Smith position peaked at $286K in Q3 2024.
  • 629 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Advisory Alpha's 13F filing for Q3 2025, filed 12 Nov 2025.