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

OneDigital 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
Q1 		– Sell
-3,184
Closed -$217K – 1398
2024
Q4 		$217K Sell
3,184
-56
-2% -$4.24K ﹤0.01% 1292
2024
Q3 		$291K Buy
3,240
+156
+5% +$12.9K ﹤0.01% 1169
2024
Q2 		$252K Buy
+3,084
New +$261K ﹤0.01% 1184
2018
Q2 		– Sell
-285
Closed -$18K – 1319
2018
Q1 		$18K Buy
+285
New +$18.4K ﹤0.01% 846

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

OneDigital Investment Advisors's AOS Position: Q1 2025 in Review

OneDigital Investment Advisors sold out of A.O. Smith (AOS) in Q1 2025, closing a stake of 3,184 shares — an estimated $217K sold.

OneDigital Investment Advisors first reported a position in AOS in Q1 2018 and held it in 4 quarters. The position peaked at $291K in Q3 2024. 656 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • OneDigital Investment Advisors reported no remaining A.O. Smith position as of Q1 2025 after selling out during the quarter.
  • OneDigital Investment Advisors sold 3,184 A.O. Smith shares in Q1 2025, an estimated $217K.
  • OneDigital Investment Advisors first reported a position in A.O. Smith in Q1 2018 and held it in 4 quarters.
  • OneDigital Investment Advisors's A.O. Smith position peaked at $291K in Q3 2024.
  • 656 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on OneDigital Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.