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 Q2	–	Sell	-4,057	Closed	-$268K	–	894
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 $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 $3.37T AUM 44.26% 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

Fiduciary Trust's AOS Position: Q2 2026 in Review

Fiduciary Trust sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 4,057 shares — an estimated $268K sold.

Fiduciary Trust first reported a position in AOS in Q2 2022 and held it in 16 quarters. The position peaked at $498K in Q4 2023. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Fiduciary Trust reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
Fiduciary Trust sold 4,057 A.O. Smith shares in Q2 2026, an estimated $268K.
Fiduciary Trust first reported a position in A.O. Smith in Q2 2022 and held it in 16 quarters.
Fiduciary Trust's A.O. Smith position peaked at $498K in Q4 2023.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.