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

Activest 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
Q2 		$7.4K Buy
118
+115
+3,833% +$6.97K ﹤0.01% 644
2026
Q1 		$198 Sell
3
-7
-70% -$504 ﹤0.01% 1126
2025
Q4 		$669 Sell
10
-27
-73% -$1.82K ﹤0.01% 982
2025
Q3 		$2.72K Buy
37
+2
+6% +$143 ﹤0.01% 742
2025
Q2 		$2.29K Buy
35
+30
+600% +$1.96K ﹤0.01% 669
2025
Q1 		$327 Buy
+5
New +$338 ﹤0.01% 894

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

Activest Wealth Management's AOS Position: Q2 2026 in Review

Activest Wealth Management increased its A.O. Smith (AOS) stake by 3,833% in Q2 2026, buying an estimated $6.97K and bringing the position to 118 shares worth $7.4K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Activest Wealth Management first reported a position in AOS in Q1 2025 and has held it in 6 quarters since. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Activest Wealth Management held 118 shares of A.O. Smith worth $7.4K as of Q2 2026.
  • Activest Wealth Management bought 115 A.O. Smith shares in Q2 2026, an estimated $6.97K.
  • A.O. Smith made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #644 holding.
  • Activest Wealth Management first reported a position in A.O. Smith in Q1 2025 and has held it in 6 quarters since.
  • 614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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