Rise Advisors’s A.O. Smith AOS Stock Holding History

Rise Advisors’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	-7	Closed	-$514	–	181
2025 Q3	$514	Hold	7	–	–	﹤0.01%	1404
2025 Q2	$459	Hold	7	–	–	﹤0.01%	1435
2025 Q1	$458	Hold	7	–	–	﹤0.01%	1389
2024 Q4	$477	Buy	+7	New	+$530	﹤0.01%	1100

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Rise Advisors's AOS Position: Q4 2025 in Review

Rise Advisors sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 7 shares — an estimated $514 sold.

Rise Advisors first reported a position in AOS in Q4 2024 and held it in 4 quarters. The position peaked at $514 in Q3 2025. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

Rise Advisors reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 7 A.O. Smith shares in Q4 2025, an estimated $514.
Rise Advisors first reported a position in A.O. Smith in Q4 2024 and held it in 4 quarters.
Rise Advisors's A.O. Smith position peaked at $514 in Q3 2025.
647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.