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Berger Financial Group’s A.O. Smith AOS Stock Holding History

Berger 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 		$5M Sell
79,756
-2,173
-3% -$132K 0.26% 84
2026
Q1 		$5.4M Buy
+81,929
New +$5.9M 0.3% 81

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

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

Berger Financial Group reduced its A.O. Smith (AOS) stake by 2.7% in Q2 2026, selling an estimated $132K and leaving 79,756 shares worth $5M. The position accounts for 0.26% of the portfolio, ranked #84.

Berger Financial Group first reported a position in AOS in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.4M in Q1 2026. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Berger Financial Group held 79,756 shares of A.O. Smith worth $5M as of Q2 2026.
  • Berger Financial Group sold 2,173 A.O. Smith shares in Q2 2026, an estimated $132K.
  • A.O. Smith made up 0.26% of Berger Financial Group's portfolio in Q2 2026, its #84 holding.
  • Berger Financial Group first reported a position in A.O. Smith in Q1 2026 and has held it in 2 quarters since.
  • Berger Financial Group's A.O. Smith position peaked at $5.4M in Q1 2026.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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