Empirical Wealth Management’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$591K Sell
9,425
-3,923
-29% -$238K 0.01% 613
2026
Q1
$880K Buy
13,348
+10,005
+299% +$721K 0.02% 386
2025
Q4
$224K Buy
+3,343
New +$226K ﹤0.01% 815

Other funds holding AOS

Empirical Wealth Management's AOS Position: Q2 2026 in Review

Empirical Wealth Management reduced its A.O. Smith (AOS) stake by 29% in Q2 2026, selling an estimated $238K and leaving 9,425 shares worth $591K. The position accounts for 0.01% of the portfolio, ranked #613.

Empirical Wealth Management first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $880K in Q1 2026. 198 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Empirical Wealth Management held 9,425 shares of A.O. Smith worth $591K as of Q2 2026.
  • Empirical Wealth Management sold 3,923 A.O. Smith shares in Q2 2026, an estimated $238K.
  • A.O. Smith made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #613 holding.
  • Empirical Wealth Management first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's A.O. Smith position peaked at $880K in Q1 2026.
  • 198 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.