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Atria Wealth Solutions’s A.O. Smith AOS Stock Holding History

Atria Wealth Solutions’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
-3,797
Closed -$248K – 1481
2025
Q1 		$248K Sell
3,797
-894
-19% -$60.4K ﹤0.01% 1595
2024
Q4 		$320K Buy
4,691
+410
+10% +$31.1K ﹤0.01% 1509
2024
Q3 		$385K Sell
4,281
-58
-1% -$4.8K ﹤0.01% 1374
2024
Q2 		$355K Buy
4,339
+62
+1% +$5.25K ﹤0.01% 1408
2024
Q1 		$383K Sell
4,277
-2,714
-39% -$224K ﹤0.01% 1391
2023
Q4 		$576K Buy
6,991
+2,911
+71% +$215K 0.01% 1139
2023
Q3 		$270K Buy
+4,080
New +$290K ﹤0.01% 1483

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 $3.37T AUM 44.26% 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

Atria Wealth Solutions's AOS Position: Q2 2025 in Review

Atria Wealth Solutions sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 3,797 shares — an estimated $248K sold.

Atria Wealth Solutions first reported a position in AOS in Q3 2023 and held it in 7 quarters. The position peaked at $576K in Q4 2023. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • Atria Wealth Solutions reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,797 A.O. Smith shares in Q2 2025, an estimated $248K.
  • Atria Wealth Solutions first reported a position in A.O. Smith in Q3 2023 and held it in 7 quarters.
  • Atria Wealth Solutions's A.O. Smith position peaked at $576K in Q4 2023.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.