Global Financial Private Client’s A.O. Smith AOS Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-45	Closed	-$2.94K	–	304
2025 Q1	$2.94K	Buy	45 +9	+25%	+$608	﹤0.01%	775
2024 Q4	$2.46K	Buy	36 +6	+20%	+$454	﹤0.01%	707
2024 Q3	$2.69K	Hold	30	–	–	﹤0.01%	696
2024 Q2	$2.45K	Hold	30	–	–	﹤0.01%	559
2024 Q1	$2.67K	Hold	30	–	–	﹤0.01%	568
2023 Q4	$2.47K	Hold	30	–	–	﹤0.01%	570
2023 Q3	$1.98K	Hold	30	–	–	﹤0.01%	575
2023 Q2	$2.17K	Hold	30	–	–	﹤0.01%	573
2023 Q1	$2.07K	Hold	30	–	–	﹤0.01%	574
2022 Q4	$1.72K	Hold	30	–	–	﹤0.01%	573
2022 Q3	$1.52K	Hold	30	–	–	﹤0.01%	547
2022 Q2	$1.68K	Hold	30	–	–	﹤0.01%	535
2022 Q1	$1.98K	Hold	30	–	–	﹤0.01%	538
2021 Q4	$2.58K	Hold	30	–	–	﹤0.01%	507
2021 Q3	$1.84K	Hold	30	–	–	﹤0.01%	476
2021 Q2	$2.16K	Hold	30	–	–	﹤0.01%	473
2021 Q1	$2.04K	Hold	30	–	–	﹤0.01%	433
2020 Q4	$1.65K	Hold	30	–	–	﹤0.01%	440
2020 Q3	$1.61K	Hold	30	–	–	﹤0.01%	420
2020 Q2	$1.39K	Hold	30	–	–	﹤0.01%	470
2020 Q1	$1.07K	Hold	30	–	–	﹤0.01%	490
2019 Q4	$1.43K	Buy	+30	New	+$1.45K	﹤0.01%	505

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Global Financial Private Client's AOS Position: Q2 2025 in Review

Global Financial Private Client sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 45 shares — an estimated $2.94K sold.

Global Financial Private Client first reported a position in AOS in Q4 2019 and held it in 22 quarters. The position peaked at $2.94K in Q1 2025. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

Global Financial Private Client reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 45 A.O. Smith shares in Q2 2025, an estimated $2.94K.
Global Financial Private Client first reported a position in A.O. Smith in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's A.O. Smith position peaked at $2.94K in Q1 2025.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.