Balance Wealth
AOS icon

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

Balance 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 		$5.54K Buy
+98
New +$5.91K ﹤0.01% 629

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 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

Balance Wealth's AOS Position: Q3 2026 in Review

Balance Wealth opened a new position in A.O. Smith (AOS) in Q3 2026: 98 shares worth $5.54K. The stake represents ﹤0.01% of the portfolio and ranks #629 among its holdings.

522 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Balance Wealth held 98 shares of A.O. Smith worth $5.54K as of Q3 2026.
  • A.O. Smith was a new Balance Wealth position in Q3 2026.
  • A.O. Smith made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #629 holding.
  • 522 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.