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Medallion Wealth Advisors’s A.O. Smith AOS Stock Holding History

Medallion Wealth 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
Q2 		– Sell
-459
Closed -$30K – 1103
2025
Q1 		$30K Hold
459
– – 0.01% 515
2024
Q4 		$30K Buy
+459
New +$34.8K 0.01% 500

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Medallion Wealth Advisors's AOS Position: Q2 2025 in Review

Medallion Wealth Advisors sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 459 shares — an estimated $30K sold.

Medallion Wealth Advisors first reported a position in AOS in Q4 2024 and held it in 2 quarters. The position peaked at $30K in Q1 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • Medallion Wealth Advisors reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 459 A.O. Smith shares in Q2 2025, an estimated $30K.
  • Medallion Wealth Advisors first reported a position in A.O. Smith in Q4 2024 and held it in 2 quarters.
  • Medallion Wealth Advisors's A.O. Smith position peaked at $30K in Q1 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Medallion Wealth Advisors's 13F filing for Q2 2025, filed 24 Apr 2026.