Arax Advisory Partners’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$346K Buy
+5,524
New +$335K ﹤0.01% 1884
2026
Q1
Sell
-1,056
Closed -$70.6K 3799
2025
Q4
$70.6K Sell
1,056
-16,188
-94% -$1.09M ﹤0.01% 1457
2025
Q3
$1.27M Buy
17,244
+16,783
+3,641% +$1.2M 0.02% 573
2025
Q2
$30.2K Sell
461
-150
-25% -$9.81K ﹤0.01% 1470
2025
Q1
$39.9K Buy
+611
New +$41.3K ﹤0.01% 1038
2024
Q4
Sell
-247
Closed -$22.2K 2447
2024
Q3
$22.2K Buy
247
+83
+51% +$6.87K ﹤0.01% 1042
2024
Q2
$13.4K Buy
164
+145
+763% +$12.3K ﹤0.01% 1128
2024
Q1
$1.7K Buy
+19
New +$1.57K ﹤0.01% 1068
2018
Q4
$8K Hold
178
﹤0.01% 448
2018
Q3
$9K Buy
+178
New +$10.5K ﹤0.01% 472

Other funds holding AOS

Arax Advisory Partners's AOS Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in A.O. Smith (AOS) in Q2 2026: 5,524 shares worth $346K. The stake represents ﹤0.01% of the portfolio and ranks #1884 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in AOS as recently as Q4 2025.

Arax Advisory Partners first reported a position in AOS in Q3 2018 and has held it in 10 quarters since. The position peaked at $1.27M in Q3 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Arax Advisory Partners held 5,524 shares of A.O. Smith worth $346K as of Q2 2026.
  • A.O. Smith was a new Arax Advisory Partners position in Q2 2026.
  • A.O. Smith made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1884 holding.
  • Arax Advisory Partners first reported a position in A.O. Smith in Q3 2018 and has held it in 10 quarters since.
  • Arax Advisory Partners's A.O. Smith position peaked at $1.27M in Q3 2025.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.