Brighton Jones LLC’s A.O. Smith AOS Stock Holding History

Brighton Jones 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	–	Sell	-3,278	Closed	-$216K	–	1426
2026 Q1	$216K	Buy	+3,278	New	+$236K	﹤0.01%	1062

Other funds holding AOS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Brighton Jones LLC's AOS Position: Q2 2026 in Review

Brighton Jones LLC sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 3,278 shares — an estimated $216K sold.

Brighton Jones LLC first reported a position in AOS in Q1 2026 and held it in 1 quarter. The position peaked at $216K in Q1 2026. 367 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Brighton Jones LLC reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
Brighton Jones LLC sold 3,278 A.O. Smith shares in Q2 2026, an estimated $216K.
Brighton Jones LLC first reported a position in A.O. Smith in Q1 2026 and held it in 1 quarter.
Brighton Jones LLC's A.O. Smith position peaked at $216K in Q1 2026.
367 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.