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Financial Advocates Investment Management’s A.O. Smith AOS Stock Holding History

Financial Advocates Investment Management’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
-7,040
Closed -$462K – 125
2025
Q2 		$462K Buy
7,040
+175
+3% +$11.4K 0.04% 380
2025
Q1 		$449K Buy
6,865
+1,916
+39% +$129K 0.03% 450
2024
Q4 		$338K Buy
4,949
+1,255
+34% +$95K 0.02% 565
2024
Q3 		$332K Buy
3,694
+68
+2% +$5.63K 0.02% 573
2024
Q2 		$297K Buy
3,626
+37
+1% +$3.13K 0.02% 577
2024
Q1 		$321K Buy
3,589
+141
+4% +$11.6K 0.02% 565
2023
Q4 		$284K Buy
+3,448
New +$254K 0.02% 573

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Financial Advocates Investment Management's AOS Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 7,040 shares — an estimated $462K sold.

Financial Advocates Investment Management first reported a position in AOS in Q4 2023 and held it in 7 quarters. The position peaked at $462K in Q2 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 7,040 A.O. Smith shares in Q3 2025, an estimated $462K.
  • Financial Advocates Investment Management first reported a position in A.O. Smith in Q4 2023 and held it in 7 quarters.
  • Financial Advocates Investment Management's A.O. Smith position peaked at $462K in Q2 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.