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AssuredPartners Investment Advisors’s A.O. Smith AOS Stock Holding History

AssuredPartners Investment Advisors’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
Q1 		– Sell
-4,011
Closed -$268K – 407
2025
Q4 		$268K Buy
+4,011
New +$271K 0.04% 290
2025
Q2 		– Sell
-6,262
Closed -$409K – 251
2025
Q1 		$409K Buy
6,262
+607
+11% +$41K 0.08% 228
2024
Q4 		$386K Buy
+5,655
New +$428K 0.08% 239

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssuredPartners Investment Advisors's AOS Position: Q1 2026 in Review

AssuredPartners Investment Advisors sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 4,011 shares — an estimated $268K sold.

AssuredPartners Investment Advisors first reported a position in AOS in Q4 2024 and held it in 3 quarters. The position peaked at $409K in Q1 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • AssuredPartners Investment Advisors reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • AssuredPartners Investment Advisors sold 4,011 A.O. Smith shares in Q1 2026, an estimated $268K.
  • AssuredPartners Investment Advisors first reported a position in A.O. Smith in Q4 2024 and held it in 3 quarters.
  • AssuredPartners Investment Advisors's A.O. Smith position peaked at $409K in Q1 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.