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Daymark Wealth Partners’s A.O. Smith AOS Stock Holding History

Daymark Wealth Partners’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
-6,108
Closed -$401K – 602
2025
Q2 		$401K Sell
6,108
-294
-5% -$19.2K 0.02% 396
2025
Q1 		$418K Sell
6,402
-5
-0.1% -$338 0.02% 359
2024
Q4 		$437K Buy
6,407
+128
+2% +$9.69K 0.02% 348
2024
Q3 		$564K Buy
6,279
+19
+0.3% +$1.57K 0.02% 314
2024
Q2 		$512K Sell
6,260
-182
-3% -$15.4K 0.02% 318
2024
Q1 		$576K Buy
+6,442
New +$531K 0.03% 254

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

Daymark Wealth Partners's AOS Position: Q3 2025 in Review

Daymark Wealth Partners sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 6,108 shares — an estimated $401K sold.

Daymark Wealth Partners first reported a position in AOS in Q1 2024 and held it in 6 quarters. The position peaked at $576K in Q1 2024. 629 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • Daymark Wealth Partners reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
  • Daymark Wealth Partners sold 6,108 A.O. Smith shares in Q3 2025, an estimated $401K.
  • Daymark Wealth Partners first reported a position in A.O. Smith in Q1 2024 and held it in 6 quarters.
  • Daymark Wealth Partners's A.O. Smith position peaked at $576K in Q1 2024.
  • 629 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Daymark Wealth Partners's 13F filing for Q3 2025, filed 22 Oct 2025.