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Avion Wealth’s A.O. Smith AOS Stock Holding History

Avion Wealth’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 		$1K Buy
17
+1
+6% +$61 ﹤0.01% 1171
2026
Q1 		$1K Buy
16
+8
+100% +$577 ﹤0.01% 961
2025
Q4 		$0 Hold
8
– – ﹤0.01% 1212
2025
Q3 		$0 Hold
8
– – ﹤0.01% 1179
2025
Q2 		$0 Sell
8
-34
-81% -$2.22K ﹤0.01% 1138
2025
Q1 		$2K Hold
42
– – ﹤0.01% 689
2024
Q4 		$2K Buy
42
+7
+20% +$530 ﹤0.01% 686
2024
Q3 		$3K Hold
35
– – ﹤0.01% 595
2024
Q2 		$2K Hold
35
– – ﹤0.01% 594
2024
Q1 		$4K Hold
35
– – ﹤0.01% 486
2023
Q4 		$3K Hold
35
– – ﹤0.01% 465
2023
Q3 		$2K Buy
35
+16
+84% +$1.14K ﹤0.01% 453
2023
Q2 		$1K Sell
19
-8
-30% -$548 ﹤0.01% 526
2023
Q1 		$1K Buy
+27
New +$1.75K ﹤0.01% 414

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

Avion Wealth's AOS Position: Q2 2026 in Review

Avion Wealth increased its A.O. Smith (AOS) stake by 6.3% in Q2 2026, buying an estimated $61 and bringing the position to 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Avion Wealth first reported a position in AOS in Q1 2023 and has held it in 14 quarters since. The position peaked at $4K in Q1 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Avion Wealth held 17 shares of A.O. Smith worth $1K as of Q2 2026.
  • Avion Wealth bought 1 A.O. Smith share in Q2 2026, an estimated $61.
  • A.O. Smith made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1171 holding.
  • Avion Wealth first reported a position in A.O. Smith in Q1 2023 and has held it in 14 quarters since.
  • Avion Wealth's A.O. Smith position peaked at $4K in Q1 2024.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.