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Empowered Funds’s A.O. Smith AOS Stock Holding History

Empowered Funds’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 		$824K Sell
13,138
-17,935
-58% -$1.09M ﹤0.01% 1511
2026
Q1 		$2.05M Buy
+31,073
New +$2.24M 0.01% 1094
2025
Q3 		– Sell
-38,761
Closed -$2.54M – 1823
2025
Q2 		$2.54M Sell
38,761
-7,361
-16% -$482K 0.03% 713
2025
Q1 		$3.01M Sell
46,122
-106,670
-70% -$7.21M 0.04% 546
2024
Q4 		$10.4M Buy
152,792
+143,103
+1,477% +$10.8M 0.15% 139
2024
Q3 		$870K Buy
9,689
+2,096
+28% +$173K 0.01% 934
2024
Q2 		$621K Buy
+7,593
New +$643K 0.01% 994
2022
Q2 		– Sell
-9,099
Closed -$581K – 270
2022
Q1 		$581K Buy
9,099
+1,037
+13% +$75.5K 0.06% 226
2021
Q4 		$692K Buy
8,062
+1,281
+19% +$97.7K 0.08% 200
2021
Q3 		$414K Buy
6,781
+2,867
+73% +$200K 0.05% 192
2021
Q2 		$282K Buy
+3,914
New +$270K 0.04% 211

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

Empowered Funds's AOS Position: Q2 2026 in Review

Empowered Funds reduced its A.O. Smith (AOS) stake by 58% in Q2 2026, selling an estimated $1.09M and leaving 13,138 shares worth $824K. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

Empowered Funds first reported a position in AOS in Q2 2021 and has held it in 11 quarters since. The position peaked at $10.4M in Q4 2024. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Empowered Funds held 13,138 shares of A.O. Smith worth $824K as of Q2 2026.
  • Empowered Funds sold 17,935 A.O. Smith shares in Q2 2026, an estimated $1.09M.
  • A.O. Smith made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1511 holding.
  • Empowered Funds first reported a position in A.O. Smith in Q2 2021 and has held it in 11 quarters since.
  • Empowered Funds's A.O. Smith position peaked at $10.4M in Q4 2024.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.