AFC
AOS icon

Ares Financial Consulting’s A.O. Smith AOS Stock Holding History

Ares Financial Consulting’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 		$690 Hold
11
– – ﹤0.01% 1057
2026
Q1 		$716 Hold
11
– – ﹤0.01% 1000
2025
Q4 		$736 Buy
+11
New +$743 ﹤0.01% 809

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Ares Financial Consulting's AOS Position: Q2 2026 in Review

Ares Financial Consulting held its A.O. Smith (AOS) position steady in Q2 2026 at 11 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Ares Financial Consulting first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $736 in Q4 2025. 268 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Ares Financial Consulting held 11 shares of A.O. Smith worth $690 as of Q2 2026.
  • Ares Financial Consulting left its A.O. Smith share count unchanged in Q2 2026.
  • A.O. Smith made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #1057 holding.
  • Ares Financial Consulting first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's A.O. Smith position peaked at $736 in Q4 2025.
  • 268 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.