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Brendel Financial Advisors’s A.O. Smith AOS Stock Holding History

Brendel Financial 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
Q1 		– Sell
-3,064
Closed -$209K – 94
2024
Q4 		$209K Sell
3,064
-36,692
-92% -$2.78M 0.13% 84
2024
Q3 		$3.57M Sell
39,756
-275
-0.7% -$22.8K 2.02% 18
2024
Q2 		$3.27M Buy
+40,031
New +$3.39M 2.08% 13
2024
Q1 		– Sell
-40,359
Closed -$3.33M – 61
2023
Q4 		$3.33M Buy
+40,359
New +$2.98M 2.18% 13
2022
Q2 		– Sell
-4,153
Closed -$265K – 94
2022
Q1 		$265K Hold
4,153
– – 0.14% 96
2021
Q4 		$357K Buy
+4,153
New +$317K 0.19% 82
2021
Q3 		– Sell
-6,509
Closed -$469K – 71
2021
Q2 		$469K Sell
6,509
-11,506
-64% -$794K 0.26% 74
2021
Q1 		$1.22M Sell
18,015
-41,809
-70% -$2.54M 0.82% 38
2020
Q4 		$3.28M Buy
59,824
+3,900
+7% +$215K 2.23% 17
2020
Q3 		$2.95M Buy
+55,924
New +$2.79M 2.36% 16

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Brendel Financial Advisors's AOS Position: Q1 2025 in Review

Brendel Financial Advisors sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 3,064 shares — an estimated $209K sold.

Brendel Financial Advisors first reported a position in AOS in Q3 2020 and held it in 10 quarters. The position peaked at $3.57M in Q3 2024. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • Brendel Financial Advisors reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 3,064 A.O. Smith shares in Q1 2025, an estimated $209K.
  • Brendel Financial Advisors first reported a position in A.O. Smith in Q3 2020 and held it in 10 quarters.
  • Brendel Financial Advisors's A.O. Smith position peaked at $3.57M in Q3 2024.
  • 657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Brendel Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.