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

Apollon 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 		$223K Sell
3,951
-591
-13% -$35.6K ﹤0.01% 1469
2026
Q2 		$285K Buy
+4,542
New +$275K ﹤0.01% 1305
2020
Q3 		– Sell
-68
Closed -$3K – 188
2020
Q2 		$3K Buy
+68
New +$2.97K ﹤0.01% 593

Other funds holding AOS

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

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

Apollon Wealth Management reduced its A.O. Smith (AOS) stake by 13% in Q3 2026, selling an estimated $35.6K and leaving 3,951 shares worth $223K. The position accounts for ﹤0.01% of the portfolio, ranked #1469.

Apollon Wealth Management first reported a position in AOS in Q2 2020 and has held it in 3 quarters since. The position peaked at $285K in Q2 2026. 178 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Apollon Wealth Management held 3,951 shares of A.O. Smith worth $223K as of Q3 2026.
  • Apollon Wealth Management sold 591 A.O. Smith shares in Q3 2026, an estimated $35.6K.
  • A.O. Smith made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1469 holding.
  • Apollon Wealth Management first reported a position in A.O. Smith in Q2 2020 and has held it in 3 quarters since.
  • Apollon Wealth Management's A.O. Smith position peaked at $285K in Q2 2026.
  • 178 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.