Fortitude Family Office’s A.O. Smith AOS Stock Holding History

Fortitude Family Office’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	$4.77K	Sell	76 -20	-21%	-$1.21K	﹤0.01%	1095
2026 Q1	$6.33K	Buy	96 +41	+75%	+$2.96K	﹤0.01%	834
2025 Q4	$3.68K	Sell	55 -73	-57%	-$4.93K	﹤0.01%	929
2025 Q3	$9.4K	Hold	128	–	–	﹤0.01%	596
2025 Q2	$8.39K	Buy	128 +102	+392%	+$6.67K	﹤0.01%	615
2025 Q1	$1.7K	Hold	26	–	–	﹤0.01%	944
2024 Q4	$1.77K	Hold	26	–	–	﹤0.01%	1053
2024 Q3	$2.34K	Hold	26	–	–	﹤0.01%	971
2024 Q2	$2.13K	Hold	26	–	–	﹤0.01%	791
2024 Q1	$2.33K	Hold	26	–	–	﹤0.01%	793
2023 Q4	$2.14K	Buy	+26	New	+$1.92K	﹤0.01%	860

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 $3.38T AUM 44.17% 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

Fortitude Family Office's AOS Position: Q2 2026 in Review

Fortitude Family Office reduced its A.O. Smith (AOS) stake by 21% in Q2 2026, selling an estimated $1.21K and leaving 76 shares worth $4.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Fortitude Family Office first reported a position in AOS in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.4K in Q3 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Fortitude Family Office held 76 shares of A.O. Smith worth $4.77K as of Q2 2026.
Fortitude Family Office sold 20 A.O. Smith shares in Q2 2026, an estimated $1.21K.
A.O. Smith made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1095 holding.
Fortitude Family Office first reported a position in A.O. Smith in Q4 2023 and has held it in 11 quarters since.
Fortitude Family Office's A.O. Smith position peaked at $9.4K in Q3 2025.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.