Meeder Advisory Services’s A.O. Smith AOS Stock Holding History

Meeder Advisory Services’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	-4,813	Closed	-$353K	–	665
2025 Q3	$353K	Buy	4,813 +1,014	+27%	+$72.4K	0.02%	450
2025 Q2	$249K	Buy	3,799 +612	+19%	+$40K	0.01%	528
2025 Q1	$208K	Buy	+3,187	New	+$215K	0.01%	541
2024 Q4	–	Sell	-3,291	Closed	-$296K	–	560
2024 Q3	$296K	Sell	3,291 -395	-11%	-$32.7K	0.02%	439
2024 Q2	$301K	Buy	+3,686	New	+$312K	0.02%	404

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Meeder Advisory Services's AOS Position: Q4 2025 in Review

Meeder Advisory Services sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 4,813 shares — an estimated $353K sold.

Meeder Advisory Services first reported a position in AOS in Q2 2024 and held it in 5 quarters. The position peaked at $353K in Q3 2025. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

Meeder Advisory Services reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
Meeder Advisory Services sold 4,813 A.O. Smith shares in Q4 2025, an estimated $353K.
Meeder Advisory Services first reported a position in A.O. Smith in Q2 2024 and held it in 5 quarters.
Meeder Advisory Services's A.O. Smith position peaked at $353K in Q3 2025.
647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Meeder Advisory Services's 13F filing for Q4 2025, filed 11 Feb 2026.