Focus Partners Wealth
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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
Q2 		– Sell
-34,746
Closed -$2.28M – 2771
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 $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 $3.38T AUM 44.17% 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

Focus Partners Wealth's AOS Position: Q2 2026 in Review

Focus Partners Wealth sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 34,746 shares — an estimated $2.28M sold.

Focus Partners Wealth first reported a position in AOS in Q3 2024 and held it in 7 quarters. The position peaked at $2.28M in Q1 2026. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Focus Partners Wealth reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 34,746 A.O. Smith shares in Q2 2026, an estimated $2.28M.
  • Focus Partners Wealth first reported a position in A.O. Smith in Q3 2024 and held it in 7 quarters.
  • Focus Partners Wealth's A.O. Smith position peaked at $2.28M in Q1 2026.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.