Bogart Wealth LLC’s A.O. Smith AOS Stock Holding History

Bogart Wealth LLC’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	$3.07K	Sell	49 -3	-6%	-$182	﹤0.01%	1344
2026 Q1	$3.43K	Buy	52 +3	+6%	+$216	﹤0.01%	1158
2025 Q4	$3.28K	Hold	49	–	–	﹤0.01%	1087
2025 Q3	$3.6K	Hold	49	–	–	﹤0.01%	1040
2025 Q2	$3.21K	Hold	49	–	–	﹤0.01%	1028
2025 Q1	$3.2K	Hold	49	–	–	﹤0.01%	997
2024 Q4	$3.34K	Hold	49	–	–	﹤0.01%	983
2024 Q3	$4.4K	Hold	49	–	–	﹤0.01%	856
2024 Q2	$4.01K	Hold	49	–	–	﹤0.01%	830
2024 Q1	$4.38K	Hold	49	–	–	﹤0.01%	788
2023 Q4	$4.04K	Sell	49 -26	-35%	-$1.92K	﹤0.01%	796
2023 Q3	$4.96K	Hold	75	–	–	﹤0.01%	717
2023 Q2	$5.46K	Hold	75	–	–	﹤0.01%	690
2023 Q1	$5.17K	Buy	75 +49	+188%	+$3.19K	﹤0.01%	704
2022 Q4	$1.47K	Hold	26	–	–	﹤0.01%	821
2022 Q3	$1K	Buy	26 +1	+4%	+$57	﹤0.01%	864
2022 Q2	$1K	Hold	25	–	–	﹤0.01%	810
2022 Q1	$2K	Buy	+25	New	+$1.82K	﹤0.01%	660

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bogart Wealth LLC's AOS Position: Q2 2026 in Review

Bogart Wealth LLC reduced its A.O. Smith (AOS) stake by 5.8% in Q2 2026, selling an estimated $182 and leaving 49 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Bogart Wealth LLC first reported a position in AOS in Q1 2022 and has held it in 18 quarters since. The position peaked at $5.46K in Q2 2023. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Bogart Wealth LLC held 49 shares of A.O. Smith worth $3.07K as of Q2 2026.
Bogart Wealth LLC sold 3 A.O. Smith shares in Q2 2026, an estimated $182.
A.O. Smith made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1344 holding.
Bogart Wealth LLC first reported a position in A.O. Smith in Q1 2022 and has held it in 18 quarters since.
Bogart Wealth LLC's A.O. Smith position peaked at $5.46K in Q2 2023.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.