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

EverSource 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	$85K	Sell	1,355 -65	-5%	-$3.94K	﹤0.01%	1463
2026 Q1	$93.6K	Sell	1,420 -128	-8%	-$9.22K	﹤0.01%	1469
2025 Q4	$104K	Buy	1,548 +418	+37%	+$28.2K	﹤0.01%	1292
2025 Q3	$83K	Buy	1,130 +167	+17%	+$11.9K	﹤0.01%	1383
2025 Q2	$63.1K	Buy	963 +422	+78%	+$27.6K	﹤0.01%	1474
2025 Q1	$35.4K	Buy	541 +180	+50%	+$12.2K	﹤0.01%	1410
2024 Q4	$24.6K	Buy	361 +99	+38%	+$7.5K	﹤0.01%	1513
2024 Q3	$23.5K	Sell	262 -4	-2%	-$331	﹤0.01%	1413
2024 Q2	$22.6K	Buy	266 +22	+9%	+$1.86K	﹤0.01%	1447
2024 Q1	$20.2K	Buy	244 +86	+54%	+$7.09K	﹤0.01%	1358
2023 Q4	$13K	Buy	158 +20	+14%	+$1.48K	﹤0.01%	1440
2023 Q3	$9.13K	Hold	138	–	–	﹤0.01%	1457
2023 Q2	$10K	Buy	138 +5	+4%	+$342	﹤0.01%	1433
2023 Q1	$9.2K	Hold	133	–	–	﹤0.01%	1404
2022 Q4	$7.61K	Sell	133 -69	-34%	-$3.86K	﹤0.01%	1435
2022 Q3	$10K	Buy	+202	New	+$11.6K	﹤0.01%	1122
2022 Q2	–	Sell	-24	Closed	-$2K	–	1707
2022 Q1	$2K	Buy	+24	New	+$1.75K	﹤0.01%	1489

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its A.O. Smith (AOS) stake by 4.6% in Q2 2026, selling an estimated $3.94K and leaving 1,355 shares worth $85K. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

EverSource Wealth Advisors first reported a position in AOS in Q1 2022 and has held it in 17 quarters since. The position peaked at $104K in Q4 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

EverSource Wealth Advisors held 1,355 shares of A.O. Smith worth $85K as of Q2 2026.
EverSource Wealth Advisors sold 65 A.O. Smith shares in Q2 2026, an estimated $3.94K.
A.O. Smith made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1463 holding.
EverSource Wealth Advisors first reported a position in A.O. Smith in Q1 2022 and has held it in 17 quarters since.
EverSource Wealth Advisors's A.O. Smith position peaked at $104K in Q4 2025.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.