Elevation Wealth Partners
AOS icon

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

Elevation 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
Q3 		$11.6K Hold
205
– – ﹤0.01% 843
2026
Q2 		$12.9K Buy
205
+170
+486% +$10.3K ﹤0.01% 733
2026
Q1 		$2.31K Sell
35
-92
-72% -$6.63K ﹤0.01% 879
2025
Q4 		$8.49K Buy
127
+106
+505% +$7.16K ﹤0.01% 514
2025
Q3 		$1.54K Buy
+21
New +$1.5K ﹤0.01% 688
2024
Q3 		– Sell
-55
Closed -$4.5K – 481
2024
Q2 		$4.5K Buy
+55
New +$4.66K ﹤0.01% 388

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Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Elevation Wealth Partners's AOS Position: Q3 2026 in Review

Elevation Wealth Partners held its A.O. Smith (AOS) position steady in Q3 2026 at 205 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #843.

Elevation Wealth Partners first reported a position in AOS in Q2 2024 and has held it in 6 quarters since. The position peaked at $12.9K in Q2 2026. 241 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Elevation Wealth Partners held 205 shares of A.O. Smith worth $11.6K as of Q3 2026.
  • Elevation Wealth Partners left its A.O. Smith share count unchanged in Q3 2026.
  • A.O. Smith made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #843 holding.
  • Elevation Wealth Partners first reported a position in A.O. Smith in Q2 2024 and has held it in 6 quarters since.
  • Elevation Wealth Partners's A.O. Smith position peaked at $12.9K in Q2 2026.
  • 241 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.