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Beverly Hills Private Wealth’s A.O. Smith AOS Stock Holding History

Beverly Hills Private 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 		– Sell
-4,711
Closed -$311K – 262
2026
Q1 		$311K Sell
4,711
-267
-5% -$19.2K 0.05% 265
2025
Q4 		$333K Sell
4,978
-169
-3% -$11.4K 0.06% 235
2025
Q3 		$378K Sell
5,147
-165
-3% -$11.8K 0.07% 225
2025
Q2 		$348K Sell
5,312
-535
-9% -$35K 0.07% 232
2025
Q1 		$382K Buy
5,847
+176
+3% +$11.9K 0.08% 211
2024
Q4 		$387K Sell
5,671
-885
-13% -$67K 0.08% 206
2024
Q3 		$589K Sell
6,556
-1,238
-16% -$102K 0.12% 165
2024
Q2 		$637K Sell
7,794
-527
-6% -$44.6K 0.14% 159
2024
Q1 		$744K Sell
8,321
-636
-7% -$52.5K 0.17% 131
2023
Q4 		$738K Sell
8,957
-759
-8% -$56K 0.19% 116
2023
Q3 		$643K Sell
9,716
-9,847
-50% -$699K 0.19% 116
2023
Q2 		$1.42M Buy
19,563
+9,985
+104% +$684K 0.23% 99
2023
Q1 		$662K Buy
9,578
+1,764
+23% +$115K 0.21% 112
2022
Q4 		$447K Buy
+7,814
New +$437K 0.2% 120

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

Beverly Hills Private Wealth's AOS Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 4,711 shares — an estimated $311K sold.

Beverly Hills Private Wealth first reported a position in AOS in Q4 2022 and held it in 14 quarters. The position peaked at $1.42M in Q2 2023. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 4,711 A.O. Smith shares in Q2 2026, an estimated $311K.
  • Beverly Hills Private Wealth first reported a position in A.O. Smith in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's A.O. Smith position peaked at $1.42M in Q2 2023.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.