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FourThought Financial Partners’s A.O. Smith AOS Stock Holding History

FourThought Financial Partners’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 		$3.02M Buy
48,195
+3,439
+8% +$208K 0.23% 96
2026
Q1 		$2.95M Buy
44,756
+10,485
+31% +$756K 0.25% 94
2025
Q4 		$2.29M Buy
34,271
+7,715
+29% +$521K 0.19% 99
2025
Q3 		$1.95M Buy
26,556
+2,735
+11% +$195K 0.17% 101
2025
Q2 		$1.56M Buy
+23,821
New +$1.56M 0.15% 106

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 $3.37T AUM 44.26% 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

FourThought Financial Partners's AOS Position: Q2 2026 in Review

FourThought Financial Partners increased its A.O. Smith (AOS) stake by 7.7% in Q2 2026, buying an estimated $208K and bringing the position to 48,195 shares worth $3.02M. The position accounts for 0.23% of the portfolio, ranked #96.

FourThought Financial Partners first reported a position in AOS in Q2 2025 and has held it in 5 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • FourThought Financial Partners held 48,195 shares of A.O. Smith worth $3.02M as of Q2 2026.
  • FourThought Financial Partners bought 3,439 A.O. Smith shares in Q2 2026, an estimated $208K.
  • A.O. Smith made up 0.23% of FourThought Financial Partners's portfolio in Q2 2026, its #96 holding.
  • FourThought Financial Partners first reported a position in A.O. Smith in Q2 2025 and has held it in 5 quarters since.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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