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WealthTrak Capital Management’s A.O. Smith AOS Stock Holding History

WealthTrak Capital 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 		– Sell
-5
Closed -$327 – 941
2025
Q1 		$327 Buy
+5
New +$338 ﹤0.01% 750

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

WealthTrak Capital Management's AOS Position: Q2 2025 in Review

WealthTrak Capital Management sold out of A.O. Smith (AOS) in Q2 2025, closing a stake of 5 shares — an estimated $327 sold.

WealthTrak Capital Management first reported a position in AOS in Q1 2025 and held it in 1 quarter. The position peaked at $327 in Q1 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q2 2025.

  • WealthTrak Capital Management reported no remaining A.O. Smith position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 A.O. Smith shares in Q2 2025, an estimated $327.
  • WealthTrak Capital Management first reported a position in A.O. Smith in Q1 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's A.O. Smith position peaked at $327 in Q1 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.