DiNuzzo Private Wealth’s A.O. Smith AOS Stock Holding History

DiNuzzo Private 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	$1.44K	Hold	23	–	–	﹤0.01%	787
2026 Q1	$1.52K	Hold	23	–	–	﹤0.01%	742
2025 Q4	$1.54K	Buy	23 +1	+5%	+$68	﹤0.01%	734
2025 Q3	$1.57K	Buy	22 +2	+10%	+$143	﹤0.01%	730
2025 Q2	$1.31K	Hold	20	–	–	﹤0.01%	771
2025 Q1	$1.31K	Sell	20 -5	-20%	-$338	﹤0.01%	738
2024 Q4	$1.71K	Sell	25 -1	-4%	-$76	﹤0.01%	651
2024 Q3	$2.34K	Hold	26	–	–	﹤0.01%	549
2024 Q2	$2.13K	Buy	26 +4	+18%	+$339	﹤0.01%	503
2024 Q1	$1.97K	Hold	22	–	–	﹤0.01%	475
2023 Q4	$1.81K	Buy	+22	New	+$1.62K	﹤0.01%	479

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

DiNuzzo Private Wealth's AOS Position: Q2 2026 in Review

DiNuzzo Private Wealth held its A.O. Smith (AOS) position steady in Q2 2026 at 23 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

DiNuzzo Private Wealth first reported a position in AOS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.34K in Q3 2024. 608 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

DiNuzzo Private Wealth held 23 shares of A.O. Smith worth $1.44K as of Q2 2026.
DiNuzzo Private Wealth left its A.O. Smith share count unchanged in Q2 2026.
A.O. Smith made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #787 holding.
DiNuzzo Private Wealth first reported a position in A.O. Smith in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's A.O. Smith position peaked at $2.34K in Q3 2024.
608 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.