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Kestra Investment Management’s A.O. Smith AOS Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-22
Closed -$1.44K – 447
2025
Q2 		$1.44K Sell
22
-8
-27% -$523 ﹤0.01% 659
2025
Q1 		$1.96K Buy
+30
New +$2.03K ﹤0.01% 769

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Kestra Investment Management's AOS Position: Q3 2025 in Review

Kestra Investment Management sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 22 shares — an estimated $1.44K sold.

Kestra Investment Management first reported a position in AOS in Q1 2025 and held it in 2 quarters. The position peaked at $1.96K in Q1 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

  • Kestra Investment Management reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 22 A.O. Smith shares in Q3 2025, an estimated $1.44K.
  • Kestra Investment Management first reported a position in A.O. Smith in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's A.O. Smith position peaked at $1.96K in Q1 2025.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.