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Laurel Wealth Advisors (North Carolina)’s A.O. Smith AOS Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-211
Closed -$13.8K – 218
2025
Q1 		$13.8K Hold
211
– – ﹤0.01% 445
2024
Q4 		$14.4K Hold
211
– – ﹤0.01% 449
2024
Q3 		$19K Hold
211
– – ﹤0.01% 412
2024
Q2 		$17.3K Hold
211
– – ﹤0.01% 384
2024
Q1 		$18.9K Buy
+211
New +$17.4K ﹤0.01% 384
2019
Q1 		– Sell
-114
Closed -$5K – 490
2018
Q4 		$5K Buy
+114
New +$5.24K ﹤0.01% 400

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AOS Position: Q2 2025 in Review

Laurel Wealth Advisors (North Carolina) sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 211 shares — an estimated $13.8K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AOS in Q4 2018 and held it in 6 quarters. The position peaked at $19K in Q3 2024. 632 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • Laurel Wealth Advisors (North Carolina) reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 211 A.O. Smith shares in Q2 2025, an estimated $13.8K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in A.O. Smith in Q4 2018 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s A.O. Smith position peaked at $19K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2025, filed 12 Aug 2025.