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Chicago Partners Investment Group’s A.O. Smith AOS Stock Holding History

Chicago Partners Investment 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 		– Sell
-9,384
Closed -$608K – 1595
2026
Q1 		$608K Buy
9,384
+2,753
+42% +$198K 0.01% 774
2025
Q4 		$480K Sell
6,631
-2,007
-23% -$136K 0.01% 788
2025
Q3 		$577K Buy
8,638
+4,792
+125% +$342K 0.02% 618
2025
Q2 		$275K Buy
3,846
+247
+7% +$16.2K 0.01% 885
2025
Q1 		$241K Buy
+3,599
New +$243K 0.01% 783
2018
Q4 		– Sell
-1,006
Closed -$43K – 345
2018
Q3 		$43K Buy
1,006
+3
+0.3% +$176 0.01% 550
2018
Q2 		$59K Buy
1,003
+3
+0.3% +$189 0.01% 460
2018
Q1 		$64K Buy
+1,000
New +$64.5K 0.01% 415

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

Chicago Partners Investment Group's AOS Position: Q2 2026 in Review

Chicago Partners Investment Group sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 9,384 shares — an estimated $608K sold.

Chicago Partners Investment Group first reported a position in AOS in Q1 2018 and held it in 8 quarters. The position peaked at $608K in Q1 2026. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Chicago Partners Investment Group reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Chicago Partners Investment Group sold 9,384 A.O. Smith shares in Q2 2026, an estimated $608K.
  • Chicago Partners Investment Group first reported a position in A.O. Smith in Q1 2018 and held it in 8 quarters.
  • Chicago Partners Investment Group's A.O. Smith position peaked at $608K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.