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Parkworth Wealth Management’s A.O. Smith AOS Stock Holding History

Parkworth 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
Q2 		$525 Buy
8
+4
+100% +$262 ﹤0.01% 629
2025
Q1 		$261 Hold
4
– – ﹤0.01% 639
2024
Q4 		$273 Buy
+4
New +$303 ﹤0.01% 637

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Parkworth Wealth Management's AOS Position: Q2 2025 in Review

Parkworth Wealth Management increased its A.O. Smith (AOS) stake by 100% in Q2 2025, buying an estimated $262 and bringing the position to 8 shares worth $525. The position accounts for ﹤0.01% of the portfolio, ranked #629.

Parkworth Wealth Management first reported a position in AOS in Q4 2024 and has held it in 3 quarters since. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • Parkworth Wealth Management held 8 shares of A.O. Smith worth $525 as of Q2 2025.
  • Parkworth Wealth Management bought 4 A.O. Smith shares in Q2 2025, an estimated $262.
  • A.O. Smith made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #629 holding.
  • Parkworth Wealth Management first reported a position in A.O. Smith in Q4 2024 and has held it in 3 quarters since.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.