Fiduciary Trust’s A.O. Smith AOS Stock Holding History

Fiduciary Trust’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	$268K	Buy	4,057 +95	+2%	+$6.85K	﹤0.01%	774
2025 Q4	$265K	Sell	3,962 -110	-3%	-$7.43K	﹤0.01%	757
2025 Q3	$299K	Buy	4,072 +193	+5%	+$13.8K	﹤0.01%	712
2025 Q2	$254K	Sell	3,879 -591	-13%	-$38.7K	﹤0.01%	724
2025 Q1	$292K	Buy	4,470 +6	+0.1%	+$405	﹤0.01%	676
2024 Q4	$304K	Hold	4,464	–	–	﹤0.01%	569
2024 Q3	$401K	Hold	4,464	–	–	0.01%	510
2024 Q2	$365K	Sell	4,464 -173	-4%	-$14.6K	0.01%	507
2024 Q1	$415K	Sell	4,637 -1,408	-23%	-$116K	0.01%	487
2023 Q4	$498K	Hold	6,045	–	–	0.01%	451
2023 Q3	$400K	Hold	6,045	–	–	0.01%	476
2023 Q2	$440K	Hold	6,045	–	–	0.01%	469
2023 Q1	$418K	Hold	6,045	–	–	0.01%	475
2022 Q4	$346K	Hold	6,045	–	–	0.01%	512
2022 Q3	$293K	Buy	6,045 +97	+2%	+$5.57K	0.01%	528
2022 Q2	$326K	Buy	+5,948	New	+$357K	0.01%	526

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Trust's AOS Position: Q1 2026 in Review

Fiduciary Trust increased its A.O. Smith (AOS) stake by 2.4% in Q1 2026, buying an estimated $6.85K and bringing the position to 4,057 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Fiduciary Trust first reported a position in AOS in Q2 2022 and has held it in 16 quarters since. The position peaked at $498K in Q4 2023. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Fiduciary Trust held 4,057 shares of A.O. Smith worth $268K as of Q1 2026.
Fiduciary Trust bought 95 A.O. Smith shares in Q1 2026, an estimated $6.85K.
A.O. Smith made up ﹤0.01% of Fiduciary Trust's portfolio in Q1 2026, its #774 holding.
Fiduciary Trust first reported a position in A.O. Smith in Q2 2022 and has held it in 16 quarters since.
Fiduciary Trust's A.O. Smith position peaked at $498K in Q4 2023.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.