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Principal Securities’s A.O. Smith AOS Stock Holding History

Principal 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
-668
Closed -$49K – 1448
2025
Q3 		$49K Sell
668
-5
-0.7% -$357 ﹤0.01% 1960
2025
Q2 		$44.1K Buy
673
+284
+73% +$18.6K ﹤0.01% 1947
2025
Q1 		$26.5K Hold
389
– – ﹤0.01% 2055
2024
Q4 		$26.5K Sell
389
-57
-13% -$4.32K ﹤0.01% 2050
2024
Q3 		$40.1K Buy
446
+15
+3% +$1.24K ﹤0.01% 1788
2024
Q2 		$35.2K Buy
431
+165
+62% +$14K ﹤0.01% 1781
2024
Q1 		$23.8K Buy
266
+15
+6% +$1.24K ﹤0.01% 1918
2023
Q4 		$20.7K Buy
+251
New +$18.5K ﹤0.01% 1903

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Principal Securities's AOS Position: Q4 2025 in Review

Principal Securities sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 668 shares — an estimated $49K sold.

Principal Securities first reported a position in AOS in Q4 2023 and held it in 8 quarters. The position peaked at $49K in Q3 2025. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • Principal Securities reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 668 A.O. Smith shares in Q4 2025, an estimated $49K.
  • Principal Securities first reported a position in A.O. Smith in Q4 2023 and held it in 8 quarters.
  • Principal Securities's A.O. Smith position peaked at $49K in Q3 2025.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.