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Atomi Financial Group’s A.O. Smith AOS Stock Holding History

Atomi Financial Group’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 		$226K Buy
3,430
+329
+11% +$23.7K 0.01% 1097
2025
Q4 		$207K Buy
+3,101
New +$210K 0.01% 1137

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

Atomi Financial Group's AOS Position: Q1 2026 in Review

Atomi Financial Group increased its A.O. Smith (AOS) stake by 11% in Q1 2026, buying an estimated $23.7K and bringing the position to 3,430 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #1097.

Atomi Financial Group first reported a position in AOS in Q4 2025 and has held it in 2 quarters since. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Atomi Financial Group held 3,430 shares of A.O. Smith worth $226K as of Q1 2026.
  • Atomi Financial Group bought 329 A.O. Smith shares in Q1 2026, an estimated $23.7K.
  • A.O. Smith made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #1097 holding.
  • Atomi Financial Group first reported a position in A.O. Smith in Q4 2025 and has held it in 2 quarters since.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.