Empirical Wealth Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Other funds holding AOS
Empirical Wealth Management's AOS Position: Q3 2026 in Review
Empirical Wealth Management increased its A.O. Smith (AOS) stake by 16% in Q3 2026, buying an estimated $91.2K and bringing the position to 10,938 shares worth $617K. The position accounts for 0.01% of the portfolio, ranked #679.
Empirical Wealth Management first reported a position in AOS in Q4 2025 and has held it in 4 quarters since. The position peaked at $880K in Q1 2026. 337 funds tracked by Wall St. Rank hold AOS as of Q3 2026.
- Empirical Wealth Management held 10,938 shares of A.O. Smith worth $617K as of Q3 2026.
- Empirical Wealth Management bought 1,513 A.O. Smith shares in Q3 2026, an estimated $91.2K.
- A.O. Smith made up 0.01% of Empirical Wealth Management's portfolio in Q3 2026, its #679 holding.
- Empirical Wealth Management first reported a position in A.O. Smith in Q4 2025 and has held it in 4 quarters since.
- Empirical Wealth Management's A.O. Smith position peaked at $880K in Q1 2026.
- 337 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.
Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.