Able Wealth Management’s A.O. Smith AOS Stock Holding History

Able Wealth 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
2026 Q3	$241K	Buy	+4,238	New	+$255K	0.05%	138

Other funds holding AOS

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Able Wealth Management's AOS Position: Q3 2026 in Review

Able Wealth Management opened a new position in A.O. Smith (AOS) in Q3 2026: 4,238 shares worth $241K. The stake represents 0.05% of the portfolio and ranks #138 among its holdings.

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

Able Wealth Management held 4,238 shares of A.O. Smith worth $241K as of Q3 2026.
A.O. Smith was a new Able Wealth Management position in Q3 2026.
A.O. Smith made up 0.05% of Able Wealth Management's portfolio in Q3 2026, its #138 holding.
134 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.