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Allied Private Wealth’s A.O. Smith AOS Stock Holding History

Allied Private Wealth’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 		$21.6K Buy
+363
New +$22K 0.01% 379

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 $3.38T AUM 44.17% 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

Allied Private Wealth's AOS Position: Q2 2026 in Review

Allied Private Wealth opened a new position in A.O. Smith (AOS) in Q2 2026: 363 shares worth $21.6K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings.

615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Allied Private Wealth held 363 shares of A.O. Smith worth $21.6K as of Q2 2026.
  • A.O. Smith was a new Allied Private Wealth position in Q2 2026.
  • A.O. Smith made up 0.01% of Allied Private Wealth's portfolio in Q2 2026, its #379 holding.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.