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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Arkadios Wealth Advisors's AOS Position: Q2 2025 in Review

Arkadios Wealth Advisors sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 6,318 shares — an estimated $413K sold.

Arkadios Wealth Advisors first reported a position in AOS in Q4 2019 and held it in 9 quarters. The position peaked at $413K in Q1 2025. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • Arkadios Wealth Advisors reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 6,318 A.O. Smith shares in Q2 2025, an estimated $413K.
  • Arkadios Wealth Advisors first reported a position in A.O. Smith in Q4 2019 and held it in 9 quarters.
  • Arkadios Wealth Advisors's A.O. Smith position peaked at $413K in Q1 2025.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.