Lido Advisors’s A.O. Smith AOS Stock Holding History

Lido 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	-2,728	Closed	-$200K	–	1924
2025 Q3	$200K	Sell	2,728 -7,962	-74%	-$568K	﹤0.01%	1682
2025 Q2	$701K	Sell	10,690 -7,666	-42%	-$502K	﹤0.01%	981
2025 Q1	$1.2M	Buy	18,356 +7,773	+73%	+$525K	0.01%	698
2024 Q4	$722K	Buy	10,583 +334	+3%	+$25.3K	﹤0.01%	887
2024 Q3	$921K	Sell	10,249 -1,122	-10%	-$92.9K	﹤0.01%	739
2024 Q2	$930K	Sell	11,371 -654	-5%	-$55.3K	0.01%	687
2024 Q1	$1.08M	Sell	12,025 -13,095	-52%	-$1.08M	0.01%	624
2023 Q4	$2.07M	Sell	25,120 -4,714	-16%	-$348K	0.01%	413
2023 Q3	$1.97M	Buy	+29,834	New	+$2.12M	0.02%	384
2023 Q1	–	Sell	-16,884	Closed	-$966K	–	1150
2022 Q4	$966K	Buy	16,884 +4,053	+32%	+$227K	0.01%	418
2022 Q3	$623K	Sell	12,831 -3,395	-21%	-$195K	0.01%	488
2022 Q2	$887K	Buy	+16,226	New	+$974K	0.01%	375
2018 Q3	–	Sell	-7,610	Closed	-$450K	–	450
2018 Q2	$450K	Buy	7,610 +1,404	+23%	+$88.5K	0.05%	232
2018 Q1	$394K	Buy	+6,206	New	+$400K	0.05%	233

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

Lido Advisors's AOS Position: Q4 2025 in Review

Lido Advisors sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 2,728 shares — an estimated $200K sold.

Lido Advisors first reported a position in AOS in Q1 2018 and held it in 14 quarters. The position peaked at $2.07M in Q4 2023. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

Lido Advisors reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
Lido Advisors sold 2,728 A.O. Smith shares in Q4 2025, an estimated $200K.
Lido Advisors first reported a position in A.O. Smith in Q1 2018 and held it in 14 quarters.
Lido Advisors's A.O. Smith position peaked at $2.07M in Q4 2023.
643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Lido Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.