Optimum Investment Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $50.5K | Hold |
688
| – | – | 0.02% | 347 |
|
|
2025
Q2 | $45.1K | Hold |
688
| – | – | 0.02% | 359 |
|
|
2025
Q1 | $44.9K | Hold |
688
| – | – | 0.02% | 352 |
|
|
2024
Q4 | $46.9K | Hold |
688
| – | – | 0.02% | 348 |
|
|
2024
Q3 | $61.8K | Hold |
688
| – | – | 0.03% | 330 |
|
|
2024
Q2 | $56.2K | Buy |
688
+1
| +0.1% | +$85 | 0.03% | 346 |
|
|
2024
Q1 | $61.4K | Buy |
687
+1
| +0.1% | +$82 | 0.03% | 338 |
|
|
2023
Q4 | $56.5K | Buy |
686
+1
| +0.1% | +$74 | 0.03% | 338 |
|
|
2023
Q3 | $45.3K | Sell |
685
-529
| -44% | -$37.6K | 0.02% | 372 |
|
|
2023
Q2 | $88.4K | Buy |
1,214
+1
| +0.1% | +$68 | 0.04% | 293 |
|
|
2023
Q1 | $83.9K | Buy |
1,213
+1
| +0.1% | +$65 | 0.04% | 298 |
|
|
2022
Q4 | $69.4K | Buy |
1,212
+1
| +0.1% | +$56 | 0.04% | 336 |
|
|
2022
Q3 | $59K | Buy |
1,211
+1
| +0.1% | +$57 | 0.03% | 351 |
|
|
2022
Q2 | $66K | Hold |
1,210
| – | – | 0.03% | 351 |
|
|
2022
Q1 | $77K | Hold |
1,210
| – | – | 0.03% | 356 |
|
|
2021
Q4 | $104K | Hold |
1,210
| – | – | 0.04% | 333 |
|
|
2021
Q3 | $74K | Sell |
1,210
-310
| -20% | -$21.7K | 0.03% | 382 |
|
|
2021
Q2 | $110K | Hold |
1,520
| – | – | 0.03% | 362 |
|
|
2021
Q1 | $103K | Sell |
1,520
-820
| -35% | -$49.9K | 0.03% | 365 |
|
|
2020
Q4 | $128K | Buy |
2,340
+310
| +15% | +$17.1K | 0.04% | 315 |
|
|
2020
Q3 | $107K | Hold |
2,030
| – | – | 0.04% | 325 |
|
|
2020
Q2 | $96K | Hold |
2,030
| – | – | 0.03% | 332 |
|
|
2020
Q1 | $77K | Hold |
2,030
| – | – | 0.03% | 346 |
|
|
2019
Q4 | $97K | Hold |
2,030
| – | – | 0.03% | 394 |
|
|
2019
Q3 | $97K | Hold |
2,030
| – | – | 0.03% | 385 |
|
|
2019
Q2 | $96K | Sell |
2,030
-2,010
| -50% | -$98.6K | 0.03% | 386 |
|
|
2019
Q1 | $215K | Hold |
4,040
| – | – | 0.07% | 264 |
|
|
2018
Q4 | $173K | Sell |
4,040
-620
| -13% | -$28.5K | 0.06% | 279 |
|
|
2018
Q3 | $249K | Hold |
4,660
| – | – | 0.07% | 267 |
|
|
2018
Q2 | $276K | Hold |
4,660
| – | – | 0.08% | 246 |
|
|
2018
Q1 | $296K | Hold |
4,660
| – | – | 0.09% | 227 |
|
|
2017
Q4 | $286K | Sell |
4,660
-350
| -7% | -$21.2K | 0.09% | 244 |
|
|
2017
Q3 | $298K | Hold |
5,010
| – | – | 0.1% | 226 |
|
|
2017
Q2 | $282K | Hold |
5,010
| – | – | 0.1% | 228 |
|
|
2017
Q1 | $256K | Hold |
5,010
| – | – | 0.09% | 240 |
|
|
2016
Q4 | $237K | Hold |
5,010
| – | – | 0.09% | 242 |
|
|
2016
Q3 | $247K | Hold |
5,010
| – | – | 0.09% | 244 |
|
|
2016
Q2 | $221K | Buy |
+5,010
| New | +$202K | 0.09% | 248 |
|
|
2016
Q1 | – | Sell |
-5,570
| Closed | -$213K | – | 271 |
|
|
2015
Q4 | $213K | Buy |
+5,570
| New | +$210K | 0.08% | 255 |
|
Other funds holding AOS
Optimum Investment Advisors's AOS Position: Q3 2025 in Review
Optimum Investment Advisors held its A.O. Smith (AOS) position steady in Q3 2025 at 688 shares worth $50.5K. The position accounts for 0.02% of the portfolio, ranked #347.
Optimum Investment Advisors first reported a position in AOS in Q4 2015 and has held it in 39 quarters since. The position peaked at $298K in Q3 2017. 630 funds tracked by Wall St. Rank hold AOS as of Q3 2025.
- Optimum Investment Advisors held 688 shares of A.O. Smith worth $50.5K as of Q3 2025.
- Optimum Investment Advisors left its A.O. Smith share count unchanged in Q3 2025.
- A.O. Smith made up 0.02% of Optimum Investment Advisors's portfolio in Q3 2025, its #347 holding.
- Optimum Investment Advisors first reported a position in A.O. Smith in Q4 2015 and has held it in 39 quarters since.
- Optimum Investment Advisors's A.O. Smith position peaked at $298K in Q3 2017.
- 630 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.