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Blue Rock Wealth Management’s A.O. Smith AOS Stock Holding History

Blue Rock 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
Q1 		$264K Hold
4,000
– – 0.17% 83
2025
Q4 		$268K Hold
4,000
– – 0.17% 84
2025
Q3 		$294K Hold
4,000
– – 0.18% 83
2025
Q2 		$262K Hold
4,000
– – 0.18% 82
2025
Q1 		$261K Buy
+4,000
New +$270K 0.22% 83

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blue Rock Wealth Management's AOS Position: Q1 2026 in Review

Blue Rock Wealth Management held its A.O. Smith (AOS) position steady in Q1 2026 at 4,000 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #83.

Blue Rock Wealth Management first reported a position in AOS in Q1 2025 and has held it in 5 quarters since. The position peaked at $294K in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Blue Rock Wealth Management held 4,000 shares of A.O. Smith worth $264K as of Q1 2026.
  • Blue Rock Wealth Management left its A.O. Smith share count unchanged in Q1 2026.
  • A.O. Smith made up 0.17% of Blue Rock Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Blue Rock Wealth Management first reported a position in A.O. Smith in Q1 2025 and has held it in 5 quarters since.
  • Blue Rock Wealth Management's A.O. Smith position peaked at $294K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Blue Rock Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.