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Mowery & Schoenfeld Wealth Management’s A.O. Smith AOS Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q1 		– Sell
-20
Closed -$1.36K – 464
2024
Q4 		$1.36K Buy
+20
New +$1.51K ﹤0.01% 430

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's AOS Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 20 shares — an estimated $1.36K sold.

Mowery & Schoenfeld Wealth Management first reported a position in AOS in Q4 2024 and held it in 1 quarter. The position peaked at $1.36K in Q4 2024. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 20 A.O. Smith shares in Q1 2025, an estimated $1.36K.
  • Mowery & Schoenfeld Wealth Management first reported a position in A.O. Smith in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's A.O. Smith position peaked at $1.36K in Q4 2024.
  • 657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.