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

CBIZ Investment 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
Q3 		– Sell
-3
Closed -$197 – 674
2025
Q2 		$197 Buy
+3
New +$196 ﹤0.01% 692

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

CBIZ Investment Advisory Services's AOS Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 3 shares — an estimated $197 sold.

CBIZ Investment Advisory Services first reported a position in AOS in Q2 2025 and held it in 1 quarter. The position peaked at $197 in Q2 2025. 629 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 3 A.O. Smith shares in Q3 2025, an estimated $197.
  • CBIZ Investment Advisory Services first reported a position in A.O. Smith in Q2 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's A.O. Smith position peaked at $197 in Q2 2025.
  • 629 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.