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Park Avenue Securities’s A.O. Smith AOS Stock Holding History

Park Avenue Securities’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
Q4 		– Sell
-2,904
Closed -$213K – 1505
2025
Q3 		$213K Buy
+2,904
New +$207K ﹤0.01% 1549
2025
Q1 		– Sell
-6,184
Closed -$422K – 1174
2024
Q4 		$422K Buy
6,184
+35
+0.6% +$2.65K ﹤0.01% 1148
2024
Q3 		$552K Sell
6,149
-375
-6% -$31K 0.01% 936
2024
Q2 		$534K Buy
6,524
+1,287
+25% +$109K 0.01% 941
2024
Q1 		$468K Buy
5,237
+39
+0.8% +$3.22K 0.01% 980
2023
Q4 		$429K Buy
5,198
+403
+8% +$29.7K 0.01% 982
2023
Q3 		$317K Buy
+4,795
New +$340K ﹤0.01% 1017
2023
Q1 		– Sell
-4,972
Closed -$285K – 722
2022
Q4 		$285K Sell
4,972
-54
-1% -$3.02K 0.01% 1002
2022
Q3 		$244K Sell
5,026
-1,334
-21% -$76.6K ﹤0.01% 989
2022
Q2 		$348K Buy
6,360
+1,741
+38% +$104K 0.01% 853
2022
Q1 		$295K Buy
4,619
+106
+2% +$7.71K 0.01% 959
2021
Q4 		$387K Buy
4,513
+318
+8% +$24.2K 0.01% 816
2021
Q3 		$256K Sell
4,195
-469
-10% -$32.8K 0.01% 916
2021
Q2 		$336K Sell
4,664
-2,603
-36% -$180K 0.01% 796
2021
Q1 		$491K Buy
7,267
+1,032
+17% +$62.8K 0.01% 593
2020
Q4 		$342K Sell
6,235
-80
-1% -$4.41K 0.01% 631
2020
Q3 		$333K Buy
6,315
+878
+16% +$43.8K 0.01% 535
2020
Q2 		$256K Buy
+5,437
New +$237K 0.01% 559

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Park Avenue Securities's AOS Position: Q4 2025 in Review

Park Avenue Securities sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 2,904 shares — an estimated $213K sold.

Park Avenue Securities first reported a position in AOS in Q2 2020 and held it in 18 quarters. The position peaked at $552K in Q3 2024. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • Park Avenue Securities reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • Park Avenue Securities sold 2,904 A.O. Smith shares in Q4 2025, an estimated $213K.
  • Park Avenue Securities first reported a position in A.O. Smith in Q2 2020 and held it in 18 quarters.
  • Park Avenue Securities's A.O. Smith position peaked at $552K in Q3 2024.
  • 647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Park Avenue Securities's 13F filing for Q4 2025, filed 5 Jan 2026.