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Aaron Wealth Advisors’s A.O. Smith AOS Stock Holding History

Aaron Wealth 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
2026
Q2 		– Sell
-5,118
Closed -$337K – 695
2026
Q1 		$337K Buy
5,118
+117
+2% +$8.43K 0.02% 516
2025
Q4 		$335K Sell
5,001
-911
-15% -$61.6K 0.02% 541
2025
Q3 		$434K Buy
+5,912
New +$422K 0.03% 446
2022
Q2 		– Sell
-301
Closed -$19.2K – 230
2022
Q1 		$19.2K Buy
+301
New +$21.9K ﹤0.01% 654

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aaron Wealth Advisors's AOS Position: Q2 2026 in Review

Aaron Wealth Advisors sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 5,118 shares — an estimated $337K sold.

Aaron Wealth Advisors first reported a position in AOS in Q1 2022 and held it in 4 quarters. The position peaked at $434K in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Aaron Wealth Advisors reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 5,118 A.O. Smith shares in Q2 2026, an estimated $337K.
  • Aaron Wealth Advisors first reported a position in A.O. Smith in Q1 2022 and held it in 4 quarters.
  • Aaron Wealth Advisors's A.O. Smith position peaked at $434K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.