CL
AOS icon

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
Q2 		– Sell
-4,437
Closed -$293K – 1694
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 $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

Choreo LLC's AOS Position: Q2 2026 in Review

Choreo LLC sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 4,437 shares — an estimated $293K sold.

Choreo LLC first reported a position in AOS in Q1 2025 and held it in 5 quarters. The position peaked at $337K in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Choreo LLC reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Choreo LLC sold 4,437 A.O. Smith shares in Q2 2026, an estimated $293K.
  • Choreo LLC first reported a position in A.O. Smith in Q1 2025 and held it in 5 quarters.
  • Choreo LLC's A.O. Smith position peaked at $337K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.