Carolinas Wealth Consulting’s A.O. Smith AOS Stock Holding History

Carolinas Wealth Consulting’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	-5	Closed	-$327	–	51
2025 Q1	$327	Hold	5	–	–	﹤0.01%	985
2024 Q4	$342	Hold	5	–	–	﹤0.01%	1033
2024 Q3	$450	Hold	5	–	–	﹤0.01%	1015
2024 Q2	$409	Hold	5	–	–	﹤0.01%	1004
2024 Q1	$447	Sell	5 -9	-64%	-$742	﹤0.01%	994
2023 Q4	$1.19K	Hold	14	–	–	﹤0.01%	811
2023 Q3	$1.01K	Hold	14	–	–	﹤0.01%	834
2023 Q2	$1.05K	Sell	14 -3	-18%	-$205	﹤0.01%	906
2023 Q1	$1.18K	Buy	17 +12	+240%	+$780	﹤0.01%	867
2022 Q4	$286	Hold	5	–	–	﹤0.01%	1046
2022 Q3	$0	Hold	5	–	–	﹤0.01%	876
2022 Q2	$0	Hold	5	–	–	﹤0.01%	884
2022 Q1	$0	Hold	5	–	–	﹤0.01%	912
2021 Q4	$0	Hold	5	–	–	﹤0.01%	956
2021 Q3	$0	Hold	5	–	–	﹤0.01%	932
2021 Q2	$0	Hold	5	–	–	﹤0.01%	941
2021 Q1	$0	Hold	5	–	–	﹤0.01%	943
2020 Q4	$0	Hold	5	–	–	﹤0.01%	870
2020 Q3	$0	Hold	5	–	–	﹤0.01%	933
2020 Q2	$0	Buy	+5	New	+$218	﹤0.01%	654

Other funds holding AOS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Carolinas Wealth Consulting's AOS Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 5 shares — an estimated $327 sold.

Carolinas Wealth Consulting first reported a position in AOS in Q2 2020 and held it in 20 quarters. The position peaked at $1.19K in Q4 2023. 631 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Carolinas Wealth Consulting reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 5 A.O. Smith shares in Q2 2025, an estimated $327.
Carolinas Wealth Consulting first reported a position in A.O. Smith in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's A.O. Smith position peaked at $1.19K in Q4 2023.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.