Avantax Advisory Services’s A.O. Smith AOS Stock Holding History

Avantax Advisory Services’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	$1.38M	Sell	21,031 -758	-3%	-$49.6K	0.01%	986
2025 Q1	$1.42M	Buy	21,789 +13,728	+170%	+$928K	0.01%	920
2024 Q4	$550K	Buy	8,061 +91	+1%	+$6.89K	﹤0.01%	1380
2024 Q3	$716K	Sell	7,970 -341	-4%	-$28.2K	﹤0.01%	1198
2024 Q2	$680K	Buy	8,311 +4,194	+102%	+$355K	﹤0.01%	1183
2024 Q1	$368K	Sell	4,117 -597	-13%	-$49.2K	﹤0.01%	1188
2023 Q4	$389K	Sell	4,714 -48	-1%	-$3.54K	﹤0.01%	1104
2023 Q3	$315K	Buy	4,762 +148	+3%	+$10.5K	﹤0.01%	1171
2023 Q2	$336K	Sell	4,614 -180	-4%	-$12.3K	﹤0.01%	1122
2023 Q1	$331K	Buy	4,794 +106	+2%	+$6.89K	﹤0.01%	1099
2022 Q4	$268K	Sell	4,688 -420	-8%	-$23.5K	﹤0.01%	1162
2022 Q3	$248K	Sell	5,108 -110	-2%	-$6.32K	﹤0.01%	1090
2022 Q2	$285K	Buy	5,218 +260	+5%	+$15.6K	﹤0.01%	1039
2022 Q1	$319K	Buy	4,958 +911	+23%	+$66.3K	﹤0.01%	966
2021 Q4	$348K	Buy	+4,047	New	+$309K	0.01%	903
2020 Q4	–	Sell	-6,430	Closed	-$339K	–	952
2020 Q3	$339K	Buy	+6,430	New	+$321K	0.01%	965

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Avantax Advisory Services's AOS Position: Q2 2025 in Review

Avantax Advisory Services reduced its A.O. Smith (AOS) stake by 3.5% in Q2 2025, selling an estimated $49.6K and leaving 21,031 shares worth $1.38M. The position accounts for 0.01% of the portfolio, ranked #986.

Avantax Advisory Services first reported a position in AOS in Q3 2020 and has held it in 16 quarters since. The position peaked at $1.42M in Q1 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Avantax Advisory Services held 21,031 shares of A.O. Smith worth $1.38M as of Q2 2025.
Avantax Advisory Services sold 758 A.O. Smith shares in Q2 2025, an estimated $49.6K.
A.O. Smith made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #986 holding.
Avantax Advisory Services first reported a position in A.O. Smith in Q3 2020 and has held it in 16 quarters since.
Avantax Advisory Services's A.O. Smith position peaked at $1.42M in Q1 2025.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.