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EP Wealth Advisors’s A.O. Smith AOS Stock Holding History

EP Wealth Advisors’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 		$398K Sell
6,346
-2,630
-29% -$159K ﹤0.01% 1136
2026
Q1 		$592K Sell
8,976
-393
-4% -$28.3K ﹤0.01% 833
2025
Q4 		$627K Buy
+9,369
New +$633K ﹤0.01% 774
2025
Q2 		$264K Buy
4,030
+608
+18% +$39.8K ﹤0.01% 1093
2025
Q1 		$224K Buy
+3,422
New +$231K ﹤0.01% 1080
2024
Q4 		– Sell
-2,762
Closed -$248K – 1242
2024
Q3 		$248K Sell
2,762
-10
-0.4% -$828 ﹤0.01% 942
2024
Q2 		$227K Buy
2,772
+28
+1% +$2.37K ﹤0.01% 729
2024
Q1 		$245K Buy
+2,744
New +$226K ﹤0.01% 682

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

EP Wealth Advisors's AOS Position: Q2 2026 in Review

EP Wealth Advisors reduced its A.O. Smith (AOS) stake by 29% in Q2 2026, selling an estimated $159K and leaving 6,346 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1136.

EP Wealth Advisors first reported a position in AOS in Q1 2024 and has held it in 8 quarters since. The position peaked at $627K in Q4 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • EP Wealth Advisors held 6,346 shares of A.O. Smith worth $398K as of Q2 2026.
  • EP Wealth Advisors sold 2,630 A.O. Smith shares in Q2 2026, an estimated $159K.
  • A.O. Smith made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1136 holding.
  • EP Wealth Advisors first reported a position in A.O. Smith in Q1 2024 and has held it in 8 quarters since.
  • EP Wealth Advisors's A.O. Smith position peaked at $627K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.