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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
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

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

Elevation Wealth Partners's AOS Position: Q2 2026 in Review

Elevation Wealth Partners increased its A.O. Smith (AOS) stake by 486% in Q2 2026, buying an estimated $10.3K and bringing the position to 205 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Elevation Wealth Partners first reported a position in AOS in Q2 2024 and has held it in 5 quarters since. 613 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Elevation Wealth Partners held 205 shares of A.O. Smith worth $12.9K as of Q2 2026.
  • Elevation Wealth Partners bought 170 A.O. Smith shares in Q2 2026, an estimated $10.3K.
  • A.O. Smith made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #733 holding.
  • Elevation Wealth Partners first reported a position in A.O. Smith in Q2 2024 and has held it in 5 quarters since.
  • 613 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.