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

Forum Financial 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
Q4 		– Sell
-2,885
Closed -$212K – 1016
2025
Q3 		$212K Buy
+2,885
New +$206K ﹤0.01% 938

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Forum Financial Management's AOS Position: Q4 2025 in Review

Forum Financial Management sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 2,885 shares — an estimated $212K sold.

Forum Financial Management first reported a position in AOS in Q3 2025 and held it in 1 quarter. The position peaked at $212K in Q3 2025. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • Forum Financial Management reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,885 A.O. Smith shares in Q4 2025, an estimated $212K.
  • Forum Financial Management first reported a position in A.O. Smith in Q3 2025 and held it in 1 quarter.
  • Forum Financial Management's A.O. Smith position peaked at $212K in Q3 2025.
  • 647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Forum Financial Management's 13F filing for Q4 2025, filed 27 Jan 2026.