Florida Financial Advisors’s A.O. Smith AOS Stock Holding History

Florida Financial 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
2026 Q3	$297K	Buy	5,264 +1,351	+35%	+$81.4K	0.05%	294
2026 Q2	$245K	Buy	3,913 +429	+12%	+$26K	0.04%	315
2026 Q1	$230K	Buy	+3,484	New	+$251K	0.06%	296
2025 Q2	–	Sell	-3,252	Closed	-$213K	–	259
2025 Q1	$213K	Sell	3,252 -101	-3%	-$6.83K	0.08%	235
2024 Q4	$229K	Sell	3,353 -322	-9%	-$24.4K	0.1%	174
2024 Q3	$347K	Buy	3,675 +458	+14%	+$37.9K	0.18%	107
2024 Q2	$266K	Buy	3,217 +150	+5%	+$12.7K	0.16%	108
2024 Q1	$274K	Sell	3,067 -1,111	-27%	-$91.6K	0.2%	90
2023 Q4	$356K	Buy	+4,178	New	+$308K	0.33%	57

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

Florida Financial Advisors's AOS Position: Q3 2026 in Review

Florida Financial Advisors increased its A.O. Smith (AOS) stake by 35% in Q3 2026, buying an estimated $81.4K and bringing the position to 5,264 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #294.

Florida Financial Advisors first reported a position in AOS in Q4 2023 and has held it in 9 quarters since. The position peaked at $356K in Q4 2023. 454 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Florida Financial Advisors held 5,264 shares of A.O. Smith worth $297K as of Q3 2026.
Florida Financial Advisors bought 1,351 A.O. Smith shares in Q3 2026, an estimated $81.4K.
A.O. Smith made up 0.05% of Florida Financial Advisors's portfolio in Q3 2026, its #294 holding.
Florida Financial Advisors first reported a position in A.O. Smith in Q4 2023 and has held it in 9 quarters since.
Florida Financial Advisors's A.O. Smith position peaked at $356K in Q4 2023.
454 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Florida Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.