AWA
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Arkadios Wealth Advisors’s A.O. Smith AOS Stock Holding History

Arkadios Wealth Advisors’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
Q2 		– Sell
-6,318
Closed -$413K – 1322
2025
Q1 		$413K Buy
+6,318
New +$427K 0.02% 780
2021
Q4 		– Sell
-2,161
Closed -$132K – 636
2021
Q3 		$132K Buy
2,161
+22
+1% +$1.54K 0.02% 615
2021
Q2 		$154K Buy
2,139
+156
+8% +$10.8K 0.02% 600
2021
Q1 		$134K Buy
1,983
+1
+0.1% +$61 0.02% 484
2020
Q4 		$108K Buy
1,982
+1,516
+325% +$83.6K 0.02% 424
2020
Q3 		$25.8K Sell
466
-11
-2% -$549 0.01% 547
2020
Q2 		$23.9K Buy
477
+309
+184% +$13.5K 0.01% 511
2020
Q1 		$6.35K Buy
168
+1
+0.6% +$43 ﹤0.01% 737
2019
Q4 		$7.35K Buy
+167
New +$8.1K ﹤0.01% 644

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return