Curio Wealth’s A.O. Smith AOS Stock Holding History

Curio Wealth’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	-5	Closed	-$330	–	136
2026 Q1	$330	Hold	5	–	–	﹤0.01%	611
2025 Q4	$340	Buy	+5	New	+$338	﹤0.01%	411
2025 Q3	–	Sell	-5	Closed	-$328	–	282
2025 Q2	$328	Buy	5 +4	+400%	+$262	﹤0.01%	318
2025 Q1	$341	Buy	+1	New	+$68	﹤0.01%	355

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Curio Wealth's AOS Position: Q2 2026 in Review

Curio Wealth sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 5 shares — an estimated $330 sold.

Curio Wealth first reported a position in AOS in Q1 2025 and held it in 4 quarters. The position peaked at $341 in Q1 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Curio Wealth reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 5 A.O. Smith shares in Q2 2026, an estimated $330.
Curio Wealth first reported a position in A.O. Smith in Q1 2025 and held it in 4 quarters.
Curio Wealth's A.O. Smith position peaked at $341 in Q1 2025.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.