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Faithward Advisors’s A.O. Smith AOS Stock Holding History

Faithward 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 		$297K Sell
4,739
-1,401
-23% -$84.9K 0.04% 276
2026
Q1 		$742K Buy
6,140
+1,429
+30% +$103K 0.11% 153
2025
Q4 		$315K Buy
4,711
+23
+0.5% +$1.55K 0.05% 252
2025
Q3 		$344K Buy
4,688
+61
+1% +$4.35K 0.05% 231
2025
Q2 		$303K Hold
4,627
– – 0.05% 221
2025
Q1 		$302K Buy
+4,627
New +$313K 0.05% 209
2024
Q4 		– Sell
-2,248
Closed -$202K – 257
2024
Q3 		$202K Buy
+2,248
New +$186K 0.04% 270

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

Faithward Advisors's AOS Position: Q2 2026 in Review

Faithward Advisors reduced its A.O. Smith (AOS) stake by 23% in Q2 2026, selling an estimated $84.9K and leaving 4,739 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #276.

Faithward Advisors first reported a position in AOS in Q3 2024 and has held it in 7 quarters since. The position peaked at $742K in Q1 2026. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Faithward Advisors held 4,739 shares of A.O. Smith worth $297K as of Q2 2026.
  • Faithward Advisors sold 1,401 A.O. Smith shares in Q2 2026, an estimated $84.9K.
  • A.O. Smith made up 0.04% of Faithward Advisors's portfolio in Q2 2026, its #276 holding.
  • Faithward Advisors first reported a position in A.O. Smith in Q3 2024 and has held it in 7 quarters since.
  • Faithward Advisors's A.O. Smith position peaked at $742K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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