Journey Strategic Wealth’s A.O. Smith AOS Stock Holding History

Journey Strategic Wealth’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	-3,593	Closed	-$264K	–	767
2025 Q3	$264K	Buy	+3,593	New	+$256K	0.01%	536

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

Journey Strategic Wealth's AOS Position: Q4 2025 in Review

Journey Strategic Wealth sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 3,593 shares — an estimated $264K sold.

Journey Strategic Wealth first reported a position in AOS in Q3 2025 and held it in 1 quarter. The position peaked at $264K in Q3 2025. 644 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

Journey Strategic Wealth reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
Journey Strategic Wealth sold 3,593 A.O. Smith shares in Q4 2025, an estimated $264K.
Journey Strategic Wealth first reported a position in A.O. Smith in Q3 2025 and held it in 1 quarter.
Journey Strategic Wealth's A.O. Smith position peaked at $264K in Q3 2025.
644 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Journey Strategic Wealth's 13F filing for Q4 2025, filed 13 Feb 2026.