Clearview Wealth Advisors’s A.O. Smith AOS Stock Holding History

Clearview Wealth 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 Q4	$289K	Sell	4,319 -204	-5%	-$13.8K	0.18%	87
2025 Q3	$332K	Sell	4,523 -126	-3%	-$8.99K	0.21%	81
2025 Q2	$305K	Buy	4,649 +6	+0.1%	+$393	0.21%	85
2025 Q1	$303K	Buy	+4,643	New	+$314K	0.23%	83
2023 Q3	–	Sell	-30	Closed	-$2.18K	–	146
2023 Q2	$2.18K	Buy	+30	New	+$2.05K	﹤0.01%	520

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Clearview Wealth Advisors's AOS Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its A.O. Smith (AOS) stake by 4.5% in Q4 2025, selling an estimated $13.8K and leaving 4,319 shares worth $289K. The position accounts for 0.18% of the portfolio, ranked #87.

Clearview Wealth Advisors first reported a position in AOS in Q2 2023 and has held it in 5 quarters since. The position peaked at $332K in Q3 2025. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

Clearview Wealth Advisors held 4,319 shares of A.O. Smith worth $289K as of Q4 2025.
Clearview Wealth Advisors sold 204 A.O. Smith shares in Q4 2025, an estimated $13.8K.
A.O. Smith made up 0.18% of Clearview Wealth Advisors's portfolio in Q4 2025, its #87 holding.
Clearview Wealth Advisors first reported a position in A.O. Smith in Q2 2023 and has held it in 5 quarters since.
Clearview Wealth Advisors's A.O. Smith position peaked at $332K in Q3 2025.
643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.