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Clark Wealth Partners’s A.O. Smith AOS Stock Holding History

Clark Wealth Partners’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 		– Sell
-95
Closed -$6.35K – 605
2025
Q4 		$6.35K Hold
95
– – ﹤0.01% 302
2025
Q3 		$6.35K Hold
95
– – ﹤0.01% 302
2025
Q2 		$6.23K Buy
+95
New +$6.21K ﹤0.01% 264

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clark Wealth Partners's AOS Position: Q1 2026 in Review

Clark Wealth Partners sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 95 shares — an estimated $6.35K sold.

Clark Wealth Partners first reported a position in AOS in Q2 2025 and held it in 3 quarters. The position peaked at $6.35K in Q4 2025. 632 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Clark Wealth Partners reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Clark Wealth Partners sold 95 A.O. Smith shares in Q1 2026, an estimated $6.35K.
  • Clark Wealth Partners first reported a position in A.O. Smith in Q2 2025 and held it in 3 quarters.
  • Clark Wealth Partners's A.O. Smith position peaked at $6.35K in Q4 2025.
  • 632 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Clark Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.