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Bartlett & Co Wealth Management’s A.O. Smith AOS Stock Holding History

Bartlett & Co Wealth Management’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 		$690 Sell
11
-50
-82% -$3.03K ﹤0.01% 1228
2026
Q1 		$3.61K Buy
61
+45
+281% +$3.24K ﹤0.01% 1054
2025
Q4 		$1.07K Buy
16
+14
+700% +$946 ﹤0.01% 1144
2025
Q3 		$147 Sell
2
-50
-96% -$3.57K ﹤0.01% 1176
2025
Q2 		$3.41K Buy
+52
New +$3.4K ﹤0.01% 1045
2024
Q3 		– Sell
-300
Closed -$24.5K – 1129
2024
Q2 		$24.5K Buy
300
+100
+50% +$8.46K ﹤0.01% 788
2024
Q1 		$17.9K Hold
200
– – ﹤0.01% 833
2023
Q4 		$16.4K Hold
200
– – ﹤0.01% 915
2023
Q3 		$13.2K Buy
+200
New +$14.2K ﹤0.01% 892

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

Bartlett & Co Wealth Management's AOS Position: Q2 2026 in Review

Bartlett & Co Wealth Management reduced its A.O. Smith (AOS) stake by 82% in Q2 2026, selling an estimated $3.03K and leaving 11 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #1228.

Bartlett & Co Wealth Management first reported a position in AOS in Q3 2023 and has held it in 9 quarters since. The position peaked at $24.5K in Q2 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Bartlett & Co Wealth Management held 11 shares of A.O. Smith worth $690 as of Q2 2026.
  • Bartlett & Co Wealth Management sold 50 A.O. Smith shares in Q2 2026, an estimated $3.03K.
  • A.O. Smith made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1228 holding.
  • Bartlett & Co Wealth Management first reported a position in A.O. Smith in Q3 2023 and has held it in 9 quarters since.
  • Bartlett & Co Wealth Management's A.O. Smith position peaked at $24.5K in Q2 2024.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.