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PFG Investments’s A.O. Smith AOS Stock Holding History

PFG Investments’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
-2,775
Closed -$204K – 1154
2025
Q3 		$204K Buy
+2,775
New +$198K 0.01% 981
2025
Q1 		– Sell
-3,484
Closed -$238K – 1020
2024
Q4 		$238K Sell
3,484
-87
-2% -$6.59K 0.01% 819
2024
Q3 		$321K Buy
3,571
+57
+2% +$4.72K 0.02% 683
2024
Q2 		$287K Buy
3,514
+89
+3% +$7.53K 0.02% 672
2024
Q1 		$306K Buy
+3,425
New +$282K 0.02% 728

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 $3.38T AUM 44.17% 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

PFG Investments's AOS Position: Q4 2025 in Review

PFG Investments sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 2,775 shares — an estimated $204K sold.

PFG Investments first reported a position in AOS in Q1 2024 and held it in 5 quarters. The position peaked at $321K in Q3 2024. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • PFG Investments reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • PFG Investments sold 2,775 A.O. Smith shares in Q4 2025, an estimated $204K.
  • PFG Investments first reported a position in A.O. Smith in Q1 2024 and held it in 5 quarters.
  • PFG Investments's A.O. Smith position peaked at $321K in Q3 2024.
  • 647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on PFG Investments's 13F filing for Q4 2025, filed 26 Jan 2026.