GoalVest Advisory’s A.O. Smith AOS Stock Holding History

GoalVest Advisory’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	-3	Closed	-$196	–	370
2025 Q1	$196	Buy	+3	New	+$203	﹤0.01%	453
2022 Q2	–	Sell	-9	Closed	-$1K	–	315
2022 Q1	$1K	Buy	+9	New	+$655	﹤0.01%	307

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 $3.38T AUM 44.17% 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

GoalVest Advisory's AOS Position: Q2 2025 in Review

GoalVest Advisory sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 3 shares — an estimated $196 sold.

GoalVest Advisory first reported a position in AOS in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

GoalVest Advisory reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
GoalVest Advisory sold 3 A.O. Smith shares in Q2 2025, an estimated $196.
GoalVest Advisory first reported a position in A.O. Smith in Q1 2022 and held it in 2 quarters.
GoalVest Advisory's A.O. Smith position peaked at $1K in Q1 2022.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.