Focus Partners Wealth
AOS icon

Focus Partners Wealth’s A.O. Smith AOS Stock Holding History

Focus Partners 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
Q1 		$2.28M Buy
34,746
+1,556
+5% +$112K ﹤0.01% 1260
2025
Q4 		$2.22M Buy
33,190
+26,751
+415% +$1.81M ﹤0.01% 1278
2025
Q3 		$473K Buy
6,439
+52
+0.8% +$3.71K ﹤0.01% 1635
2025
Q2 		$419K Buy
6,387
+1,152
+22% +$75.4K ﹤0.01% 1529
2025
Q1 		$342K Sell
5,235
-371
-7% -$25.1K ﹤0.01% 1510
2024
Q4 		$382K Buy
5,606
+2,907
+108% +$220K ﹤0.01% 1445
2024
Q3 		$242K Buy
+2,699
New +$223K ﹤0.01% 1387

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth's AOS Position: Q1 2026 in Review

Focus Partners Wealth increased its A.O. Smith (AOS) stake by 4.7% in Q1 2026, buying an estimated $112K and bringing the position to 34,746 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Focus Partners Wealth first reported a position in AOS in Q3 2024 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Focus Partners Wealth held 34,746 shares of A.O. Smith worth $2.28M as of Q1 2026.
  • Focus Partners Wealth bought 1,556 A.O. Smith shares in Q1 2026, an estimated $112K.
  • A.O. Smith made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1260 holding.
  • Focus Partners Wealth first reported a position in A.O. Smith in Q3 2024 and has held it in 7 quarters since.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.