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Choreo LLC’s A.O. Smith AOS Stock Holding History

Choreo 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
Q1 		$293K Buy
4,437
+640
+17% +$46.1K ﹤0.01% 1267
2025
Q4 		$257K Sell
3,797
-790
-17% -$53.4K ﹤0.01% 1308
2025
Q3 		$337K Buy
4,587
+912
+25% +$65.1K ﹤0.01% 1164
2025
Q2 		$241K Sell
3,675
-476
-11% -$31.1K ﹤0.01% 1307
2025
Q1 		$271K Buy
+4,151
New +$281K ﹤0.01% 1148

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

Choreo LLC's AOS Position: Q1 2026 in Review

Choreo LLC increased its A.O. Smith (AOS) stake by 17% in Q1 2026, buying an estimated $46.1K and bringing the position to 4,437 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #1267.

Choreo LLC first reported a position in AOS in Q1 2025 and has held it in 5 quarters since. The position peaked at $337K in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Choreo LLC held 4,437 shares of A.O. Smith worth $293K as of Q1 2026.
  • Choreo LLC bought 640 A.O. Smith shares in Q1 2026, an estimated $46.1K.
  • A.O. Smith made up ﹤0.01% of Choreo LLC's portfolio in Q1 2026, its #1267 holding.
  • Choreo LLC first reported a position in A.O. Smith in Q1 2025 and has held it in 5 quarters since.
  • Choreo LLC's A.O. Smith position peaked at $337K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.