Mount Yale Investment Advisors’s A.O. Smith AOS Stock Holding History

Mount Yale Investment 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	-7	Closed	-$459	–	722
2025 Q2	$459	Buy	+7	New	+$458	﹤0.01%	1419
2021 Q4	–	Sell	-10,090	Closed	-$616K	–	462
2021 Q3	$616K	Sell	10,090 -674	-6%	-$47.1K	0.07%	247
2021 Q2	$776K	Sell	10,764 -294	-3%	-$20.3K	0.09%	219
2021 Q1	$748K	Sell	11,058 -685	-6%	-$41.7K	0.1%	218
2020 Q4	$644K	Sell	11,743 -968	-8%	-$53.4K	0.09%	224
2020 Q3	$671K	Buy	12,711 +156	+1%	+$7.79K	0.1%	209
2020 Q2	$592K	Buy	+12,555	New	+$548K	0.11%	203
2018 Q4	–	Sell	-345	Closed	-$16K	–	341
2018 Q3	$16K	Hold	345	–	–	﹤0.01%	815
2018 Q2	$20K	Hold	345	–	–	﹤0.01%	789
2018 Q1	$22K	Buy	+345	New	+$22.3K	﹤0.01%	750

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

Mount Yale Investment Advisors's AOS Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of A.O. Smith (AOS) in Q3 2025, closing a stake of 7 shares — an estimated $459 sold.

Mount Yale Investment Advisors first reported a position in AOS in Q1 2018 and held it in 10 quarters. The position peaked at $776K in Q2 2021. 631 funds tracked by Wall St. Rank hold AOS as of Q3 2025.

Mount Yale Investment Advisors reported no remaining A.O. Smith position as of Q3 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 7 A.O. Smith shares in Q3 2025, an estimated $459.
Mount Yale Investment Advisors first reported a position in A.O. Smith in Q1 2018 and held it in 10 quarters.
Mount Yale Investment Advisors's A.O. Smith position peaked at $776K in Q2 2021.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.