OPS
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Orion Portfolio Solutions’s A.O. Smith AOS Stock Holding History

Orion Portfolio Solutions’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 		$2.21M Sell
33,751
-16,650
-33% -$1.13M 0.02% 657
2024
Q4 		$3.44M Sell
50,401
-1,681
-3% -$127K 0.03% 444
2024
Q3 		$4.68M Sell
52,082
-355
-0.7% -$29.4K 0.05% 349
2024
Q2 		$4.29M Sell
52,437
-1,922
-4% -$163K 0.05% 350
2024
Q1 		$4.86M Sell
54,359
-13,296
-20% -$1.1M 0.05% 324
2023
Q4 		$5.36M Sell
67,655
-5,579
-8% -$411K 0.06% 296
2023
Q3 		$4.84M Sell
73,234
-7,035
-9% -$499K 0.06% 305
2023
Q2 		$5.84M Buy
80,269
+1,349
+2% +$92.4K 0.06% 292
2023
Q1 		$5.46M Buy
78,920
+68,541
+660% +$4.45M 0.07% 260
2022
Q4 		$594K Buy
10,379
+684
+7% +$38.2K 0.02% 450
2022
Q3 		$471K Buy
9,695
+3,506
+57% +$201K 0.02% 435
2022
Q2 		$338K Buy
6,189
+2,135
+53% +$128K 0.01% 509
2022
Q1 		$259K Sell
4,054
-290
-7% -$21.1K 0.01% 608
2021
Q4 		$373K Sell
4,344
-30
-0.7% -$2.29K 0.01% 512
2021
Q3 		$267K Buy
+4,374
New +$306K 0.01% 558
2020
Q3 		– Sell
-77
Closed -$4K – 522
2020
Q2 		$4K Sell
77
-701
-90% -$30.6K ﹤0.01% 1521
2020
Q1 		$29K Sell
778
-3,514
-82% -$150K ﹤0.01% 723
2019
Q4 		$204K Buy
+4,292
New +$208K 0.02% 310

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

Orion Portfolio Solutions's AOS Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its A.O. Smith (AOS) stake by 33% in Q1 2025, selling an estimated $1.13M and leaving 33,751 shares worth $2.21M. The position accounts for 0.02% of the portfolio, ranked #657.

Orion Portfolio Solutions first reported a position in AOS in Q4 2019 and has held it in 18 quarters since. The position peaked at $5.84M in Q2 2023. 657 funds tracked by Wall St. Rank hold AOS as of Q1 2025.

  • Orion Portfolio Solutions held 33,751 shares of A.O. Smith worth $2.21M as of Q1 2025.
  • Orion Portfolio Solutions sold 16,650 A.O. Smith shares in Q1 2025, an estimated $1.13M.
  • A.O. Smith made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #657 holding.
  • Orion Portfolio Solutions first reported a position in A.O. Smith in Q4 2019 and has held it in 18 quarters since.
  • Orion Portfolio Solutions's A.O. Smith position peaked at $5.84M in Q2 2023.
  • 657 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.