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Evelyn Partners Investment Management’s A.O. Smith AOS Stock Holding History

Evelyn Partners Investment Management’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
Q1 		– Sell
-490
Closed -$32.8K – 412
2025
Q4 		$32.8K Hold
490
– – ﹤0.01% 311
2025
Q3 		$36K Hold
490
– – ﹤0.01% 298
2025
Q2 		$32.1K Hold
490
– – ﹤0.01% 312
2025
Q1 		$32K Hold
490
– – ﹤0.01% 307
2024
Q4 		$33.4K Buy
+490
New +$37.1K ﹤0.01% 298

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Vanguard Capital Management
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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evelyn Partners Investment Management's AOS Position: Q1 2026 in Review

Evelyn Partners Investment Management sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 490 shares — an estimated $32.8K sold.

Evelyn Partners Investment Management first reported a position in AOS in Q4 2024 and held it in 5 quarters. The position peaked at $36K in Q3 2025. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Evelyn Partners Investment Management reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Evelyn Partners Investment Management sold 490 A.O. Smith shares in Q1 2026, an estimated $32.8K.
  • Evelyn Partners Investment Management first reported a position in A.O. Smith in Q4 2024 and held it in 5 quarters.
  • Evelyn Partners Investment Management's A.O. Smith position peaked at $36K in Q3 2025.
  • 636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.