Continuum Advisory’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-36
Closed -$2.35K 475
2025
Q1
$2.35K Sell
36
-46
-56% -$3.11K ﹤0.01% 1299
2024
Q4
$5.59K Sell
82
-6
-7% -$454 ﹤0.01% 1107
2024
Q3
$6.42K Buy
88
+8
+10% +$662 ﹤0.01% 1098
2024
Q2
$6.54K Hold
80
﹤0.01% 1035
2024
Q1
$6.91K Buy
+80
New +$6.6K ﹤0.01% 1020

Other funds holding AOS

Continuum Advisory's AOS Position: Q2 2025 in Review

Continuum Advisory sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 36 shares — an estimated $2.35K sold.

Continuum Advisory first reported a position in AOS in Q1 2024 and held it in 5 quarters. The position peaked at $6.91K in Q1 2024. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • Continuum Advisory reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 36 A.O. Smith shares in Q2 2025, an estimated $2.35K.
  • Continuum Advisory first reported a position in A.O. Smith in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's A.O. Smith position peaked at $6.91K in Q1 2024.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.