Rothwell Investment Advisors, LLC’s A.O. Smith AOS Stock Holding History

Rothwell Investment Advisors, LLC’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
2026 Q3	$6.73K	Buy	+119	New	+$7.17K	﹤0.01%	849

Other funds holding AOS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Rothwell Investment Advisors, LLC's AOS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in A.O. Smith (AOS) in Q3 2026: 119 shares worth $6.73K. The stake represents ﹤0.01% of the portfolio and ranks #849 among its holdings.

314 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Rothwell Investment Advisors, LLC held 119 shares of A.O. Smith worth $6.73K as of Q3 2026.
A.O. Smith was a new Rothwell Investment Advisors, LLC position in Q3 2026.
A.O. Smith made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #849 holding.
314 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.