LGT Financial Advisors’s A.O. Smith AOS Stock Holding History

LGT Financial 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 Q3	–	Sell	-2	Closed	-$131	–	401
2025 Q2	$131	Sell	2 -69	-97%	-$4.51K	﹤0.01%	580
2025 Q1	$4.61K	Sell	71 -617	-90%	-$41.7K	0.01%	234
2024 Q4	$46.9K	Hold	688	–	–	0.1%	155
2024 Q3	$61.8K	Sell	688 -387	-36%	-$32K	0.15%	102
2024 Q2	$87.9K	Sell	1,075 -1,576	-59%	-$133K	0.19%	96
2024 Q1	$237K	Sell	2,651 -104	-4%	-$8.58K	0.28%	79
2023 Q4	$227K	Buy	2,755 +58	+2%	+$4.28K	0.28%	78
2023 Q3	$178K	Sell	2,697 -170	-6%	-$12.1K	0.23%	94
2023 Q2	$209K	Sell	2,867 -526	-16%	-$36K	0.22%	115
2023 Q1	$235K	Buy	+3,393	New	+$221K	0.44%	69

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 $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LGT Financial Advisors's AOS Position: Q3 2025 in Review

LGT Financial Advisors sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 2 shares — an estimated $131 sold.

LGT Financial Advisors first reported a position in AOS in Q1 2023 and held it in 10 quarters. The position peaked at $237K in Q1 2024. 631 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

LGT Financial Advisors reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 2 A.O. Smith shares in Q3 2025, an estimated $131.
LGT Financial Advisors first reported a position in A.O. Smith in Q1 2023 and held it in 10 quarters.
LGT Financial Advisors's A.O. Smith position peaked at $237K in Q1 2024.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.