Heartwood Wealth Advisors’s A.O. Smith AOS Stock Holding History

Heartwood Wealth 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
2025 Q4	–	Sell	-42	Closed	-$3.08K	–	231
2025 Q3	$3.08K	Buy	+42	New	+$3K	﹤0.01%	459

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Heartwood Wealth Advisors's AOS Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 42 shares — an estimated $3.08K sold.

Heartwood Wealth Advisors first reported a position in AOS in Q3 2025 and held it in 1 quarter. The position peaked at $3.08K in Q3 2025. 644 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

Heartwood Wealth Advisors reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 42 A.O. Smith shares in Q4 2025, an estimated $3.08K.
Heartwood Wealth Advisors first reported a position in A.O. Smith in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's A.O. Smith position peaked at $3.08K in Q3 2025.
644 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.