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Beacon Pointe Advisors’s A.O. Smith AOS Stock Holding History

Beacon Pointe 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
Q3 		– Sell
-3,465
Closed -$227K – 1384
2025
Q2 		$227K Hold
3,465
– – ﹤0.01% 1152
2025
Q1 		$226K Sell
3,465
-7,715
-69% -$521K ﹤0.01% 1115
2024
Q4 		$763K Sell
11,180
-52,600
-82% -$3.98M 0.01% 712
2024
Q3 		$5.73M Sell
63,780
-3,783
-6% -$313K 0.07% 258
2024
Q2 		$5.53M Buy
67,563
+17,523
+35% +$1.48M 0.07% 259
2024
Q1 		$4.48M Buy
50,040
+688
+1% +$56.7K 0.05% 313
2023
Q4 		$4.07M Sell
49,352
-14,500
-23% -$1.07M 0.05% 327
2023
Q3 		$4.22M Buy
63,852
+41,250
+183% +$2.93M 0.05% 305
2023
Q2 		$1.64M Buy
22,602
+83
+0.4% +$5.68K 0.03% 414
2023
Q1 		$1.56M Sell
22,519
-3,551
-14% -$231K 0.03% 447
2022
Q4 		$1.49M Sell
26,070
-44,888
-63% -$2.51M 0.03% 427
2022
Q3 		$3.45M Sell
70,958
-5,795
-8% -$333K 0.08% 218
2022
Q2 		$4.24M Sell
76,753
-29,163
-28% -$1.75M 0.09% 202
2022
Q1 		$6.77M Buy
+105,916
New +$7.71M 0.09% 206
2021
Q4 		– Sell
-75,172
Closed -$4.59M – 926
2021
Q3 		$4.59M Buy
+75,172
New +$5.25M 0.11% 180

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Beacon Pointe Advisors's AOS Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 3,465 shares — an estimated $227K sold.

Beacon Pointe Advisors first reported a position in AOS in Q3 2021 and held it in 15 quarters. The position peaked at $6.77M in Q1 2022. 631 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • Beacon Pointe Advisors reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
  • Beacon Pointe Advisors sold 3,465 A.O. Smith shares in Q3 2025, an estimated $227K.
  • Beacon Pointe Advisors first reported a position in A.O. Smith in Q3 2021 and held it in 15 quarters.
  • Beacon Pointe Advisors's A.O. Smith position peaked at $6.77M in Q1 2022.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.