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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
Q2 		$200K Sell
3,194
-236
-7% -$14.3K 0.01% 1214
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atomi Financial Group's AOS Position: Q2 2026 in Review

Atomi Financial Group reduced its A.O. Smith (AOS) stake by 6.9% in Q2 2026, selling an estimated $14.3K and leaving 3,194 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #1214.

Atomi Financial Group first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $226K in Q1 2026. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Atomi Financial Group held 3,194 shares of A.O. Smith worth $200K as of Q2 2026.
  • Atomi Financial Group sold 236 A.O. Smith shares in Q2 2026, an estimated $14.3K.
  • A.O. Smith made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #1214 holding.
  • Atomi Financial Group first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
  • Atomi Financial Group's A.O. Smith position peaked at $226K in Q1 2026.
  • 614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.