AW
AOS icon

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
Q3 		– Sell
-17
Closed -$1K – 1404
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 +$1.76K ﹤0.01% 414

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Avion Wealth's AOS Position: Q3 2026 in Review

Avion Wealth sold out of A.O. Smith (AOS) in Q3 2026, closing a stake of 17 shares — an estimated $1K sold.

Avion Wealth first reported a position in AOS in Q1 2023 and held it in 14 quarters. The position peaked at $4K in Q1 2024. 381 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Avion Wealth reported no remaining A.O. Smith position as of Q3 2026 after selling out during the quarter.
  • Avion Wealth sold 17 A.O. Smith shares in Q3 2026, an estimated $1K.
  • Avion Wealth first reported a position in A.O. Smith in Q1 2023 and held it in 14 quarters.
  • Avion Wealth's A.O. Smith position peaked at $4K in Q1 2024.
  • 381 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.