J.W. Cole Advisors’s A.O. Smith AOS Stock Holding History

J.W. Cole 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	-4,197	Closed	-$308K	–	1461
2025 Q3	$308K	Sell	4,197 -92	-2%	-$6.57K	0.01%	1203
2025 Q2	$281K	Buy	+4,289	New	+$281K	0.01%	1175

Other funds holding AOS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

J.W. Cole Advisors's AOS Position: Q4 2025 in Review

J.W. Cole Advisors sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 4,197 shares — an estimated $308K sold.

J.W. Cole Advisors first reported a position in AOS in Q2 2025 and held it in 2 quarters. The position peaked at $308K in Q3 2025. 644 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

J.W. Cole Advisors reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
J.W. Cole Advisors sold 4,197 A.O. Smith shares in Q4 2025, an estimated $308K.
J.W. Cole Advisors first reported a position in A.O. Smith in Q2 2025 and held it in 2 quarters.
J.W. Cole Advisors's A.O. Smith position peaked at $308K in Q3 2025.
644 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on J.W. Cole Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.