AWM
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Avior Wealth Management’s A.O. Smith AOS Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-771
Closed -$52.6K – 816
2024
Q4 		$52.6K Buy
771
+6
+0.8% +$454 ﹤0.01% 1129
2024
Q3 		$68.7K Buy
765
+2
+0.3% +$166 ﹤0.01% 1007
2024
Q2 		$62.4K Sell
763
-509
-40% -$43.1K ﹤0.01% 1017
2024
Q1 		$114K Buy
1,272
+580
+84% +$47.8K 0.01% 913
2023
Q4 		$57K Sell
692
-236
-25% -$17.4K ﹤0.01% 708
2023
Q3 		$61.4K Buy
928
+252
+37% +$17.9K ﹤0.01% 725
2023
Q2 		$49.2K Hold
676
– – ﹤0.01% 763
2023
Q1 		$46.7K Buy
+676
New +$43.9K ﹤0.01% 782
2018
Q2 		– Sell
-3,240
Closed -$206K – 775
2018
Q1 		$206K Sell
3,240
-670
-17% -$43.2K 0.05% 302
2017
Q4 		$240K Buy
+3,910
New +$237K 0.05% 287

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Avior Wealth Management's AOS Position: Q1 2025 in Review

Avior Wealth Management sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 771 shares — an estimated $52.6K sold.

Avior Wealth Management first reported a position in AOS in Q4 2017 and held it in 10 quarters. The position peaked at $240K in Q4 2017. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • Avior Wealth Management reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 771 A.O. Smith shares in Q1 2025, an estimated $52.6K.
  • Avior Wealth Management first reported a position in A.O. Smith in Q4 2017 and held it in 10 quarters.
  • Avior Wealth Management's A.O. Smith position peaked at $240K in Q4 2017.
  • 657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.