GeoWealth Management’s A.O. Smith AOS Stock Holding History

GeoWealth Management’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	$222K	Sell	3,539 -614	-15%	-$37.2K	0.01%	750
2026 Q1	$274K	Sell	4,153 -688	-14%	-$49.6K	0.01%	642
2025 Q4	$324K	Buy	4,841 +1,659	+52%	+$112K	0.01%	548
2025 Q3	$234K	Sell	3,182 -7	-0.2%	-$500	0.01%	654
2025 Q2	$209K	Sell	3,189 -118	-4%	-$7.72K	0.01%	647
2025 Q1	$216K	Buy	3,307 +2,243	+211%	+$152K	0.01%	642
2024 Q4	$72.6K	Sell	1,064 -68	-6%	-$5.15K	﹤0.01%	1046
2024 Q3	$102K	Sell	1,132 -143	-11%	-$11.8K	﹤0.01%	892
2024 Q2	$104K	Sell	1,275 -40	-3%	-$3.38K	﹤0.01%	770
2024 Q1	$118K	Buy	1,315 +67	+5%	+$5.53K	﹤0.01%	758
2023 Q4	$103K	Buy	+1,248	New	+$92K	0.01%	586

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

GeoWealth Management's AOS Position: Q2 2026 in Review

GeoWealth Management reduced its A.O. Smith (AOS) stake by 15% in Q2 2026, selling an estimated $37.2K and leaving 3,539 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #750.

GeoWealth Management first reported a position in AOS in Q4 2023 and has held it in 11 quarters since. The position peaked at $324K in Q4 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

GeoWealth Management held 3,539 shares of A.O. Smith worth $222K as of Q2 2026.
GeoWealth Management sold 614 A.O. Smith shares in Q2 2026, an estimated $37.2K.
A.O. Smith made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #750 holding.
GeoWealth Management first reported a position in A.O. Smith in Q4 2023 and has held it in 11 quarters since.
GeoWealth Management's A.O. Smith position peaked at $324K in Q4 2025.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.