Founders Financial Alliance’s A.O. Smith AOS Stock Holding History

Founders Financial Alliance’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	$324K	Sell	5,173 -599	-10%	-$36.3K	0.04%	325
2026 Q1	$381K	Buy	5,772 +165	+3%	+$11.9K	0.07%	256
2025 Q4	$375K	Buy	5,607 +155	+3%	+$10.5K	0.07%	239
2025 Q3	$400K	Buy	5,452 +1,615	+42%	+$115K	0.08%	241
2025 Q2	$252K	Buy	3,837 +425	+12%	+$27.8K	0.06%	285
2025 Q1	$223K	Buy	3,412 +21	+0.6%	+$1.42K	0.05%	315
2024 Q4	$231K	Buy	3,391 +935	+38%	+$70.8K	0.06%	258
2024 Q3	$221K	Buy	+2,456	New	+$203K	0.06%	269
2024 Q2	–	Sell	-2,316	Closed	-$207K	–	561
2024 Q1	$207K	Buy	+2,316	New	+$191K	0.06%	258
2022 Q2	–	Sell	-3,412	Closed	-$218K	–	501
2022 Q1	$218K	Hold	3,412	–	–	0.1%	199
2021 Q4	$293K	Sell	3,412 -300	-8%	-$22.9K	0.12%	184
2021 Q3	$227K	Buy	3,712 +75	+2%	+$5.24K	0.11%	197
2021 Q2	$261K	Hold	3,637	–	–	0.12%	192
2021 Q1	$253K	Buy	+3,637	New	+$221K	0.12%	184
2020 Q4	–	Sell	-1,770	Closed	-$94K	–	469
2020 Q3	$94K	Buy	+1,770	New	+$88.4K	0.06%	277

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

Founders Financial Alliance's AOS Position: Q2 2026 in Review

Founders Financial Alliance reduced its A.O. Smith (AOS) stake by 10% in Q2 2026, selling an estimated $36.3K and leaving 5,173 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #325.

Founders Financial Alliance first reported a position in AOS in Q3 2020 and has held it in 15 quarters since. The position peaked at $400K in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Founders Financial Alliance held 5,173 shares of A.O. Smith worth $324K as of Q2 2026.
Founders Financial Alliance sold 599 A.O. Smith shares in Q2 2026, an estimated $36.3K.
A.O. Smith made up 0.04% of Founders Financial Alliance's portfolio in Q2 2026, its #325 holding.
Founders Financial Alliance first reported a position in A.O. Smith in Q3 2020 and has held it in 15 quarters since.
Founders Financial Alliance's A.O. Smith position peaked at $400K in Q3 2025.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.