Financial Management Professionals’s A.O. Smith AOS Stock Holding History

Financial Management Professionals’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	$4.64K	Sell	74 -28	-27%	-$1.7K	﹤0.01%	696
2026 Q1	$6.73K	Hold	102	–	–	﹤0.01%	592
2025 Q4	$6.82K	Hold	102	–	–	﹤0.01%	585
2025 Q3	$7.49K	Hold	102	–	–	﹤0.01%	557
2025 Q2	$6.69K	Buy	102 +19	+23%	+$1.24K	﹤0.01%	594
2025 Q1	$5.42K	Hold	83	–	–	﹤0.01%	624
2024 Q4	$5.66K	Hold	83	–	–	﹤0.01%	598
2024 Q3	$7K	Hold	83	–	–	﹤0.01%	575
2024 Q2	$7K	Hold	83	–	–	﹤0.01%	530
2024 Q1	$7K	Hold	83	–	–	﹤0.01%	589
2023 Q4	$7K	Hold	83	–	–	﹤0.01%	593
2023 Q3	$5K	Hold	83	–	–	﹤0.01%	587
2023 Q2	$6K	Buy	83 +16	+24%	+$1.09K	﹤0.01%	623
2023 Q1	$5K	Buy	67 +12	+22%	+$780	﹤0.01%	669
2022 Q4	$3K	Hold	55	–	–	﹤0.01%	678
2022 Q3	$3K	Hold	55	–	–	﹤0.01%	660
2022 Q2	$3K	Sell	55 -21	-28%	-$1.26K	﹤0.01%	678
2022 Q1	$5K	Buy	76 +6	+9%	+$437	﹤0.01%	618
2021 Q4	$6K	Hold	70	–	–	﹤0.01%	550
2021 Q3	$4K	Hold	70	–	–	﹤0.01%	606
2021 Q2	$5K	Buy	70 +6	+9%	+$414	﹤0.01%	506
2021 Q1	$4K	Buy	64 +9	+16%	+$547	﹤0.01%	493
2020 Q4	$3K	Hold	55	–	–	﹤0.01%	493
2020 Q3	$3K	Buy	55 +5	+10%	+$250	﹤0.01%	447
2020 Q2	$2K	Buy	+50	New	+$2.18K	﹤0.01%	483

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

Financial Management Professionals's AOS Position: Q2 2026 in Review

Financial Management Professionals reduced its A.O. Smith (AOS) stake by 27% in Q2 2026, selling an estimated $1.7K and leaving 74 shares worth $4.64K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

Financial Management Professionals first reported a position in AOS in Q2 2020 and has held it in 25 quarters since. The position peaked at $7.49K in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Financial Management Professionals held 74 shares of A.O. Smith worth $4.64K as of Q2 2026.
Financial Management Professionals sold 28 A.O. Smith shares in Q2 2026, an estimated $1.7K.
A.O. Smith made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #696 holding.
Financial Management Professionals first reported a position in A.O. Smith in Q2 2020 and has held it in 25 quarters since.
Financial Management Professionals's A.O. Smith position peaked at $7.49K in Q3 2025.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.