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Evolve Private Wealth’s A.O. Smith AOS Stock Holding History

Evolve Private Wealth’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 		$364K Buy
+5,807
New +$352K 0.02% 637
2026
Q1 		– Sell
-3,014
Closed -$202K – 997
2025
Q4 		$202K Buy
+3,014
New +$204K 0.01% 870

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's AOS Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in A.O. Smith (AOS) in Q2 2026: 5,807 shares worth $364K. The stake represents 0.02% of the portfolio and ranks #637 among its holdings. This is a return to the name: Evolve Private Wealth previously reported a position in AOS as recently as Q4 2025.

Evolve Private Wealth first reported a position in AOS in Q4 2025 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Evolve Private Wealth held 5,807 shares of A.O. Smith worth $364K as of Q2 2026.
  • A.O. Smith was a new Evolve Private Wealth position in Q2 2026.
  • A.O. Smith made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #637 holding.
  • Evolve Private Wealth first reported a position in A.O. Smith in Q4 2025 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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