GeoWealth Management
AOS icon

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
Q3 		$213K Buy
3,776
+237
+7% +$14.3K 0.01% 796
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
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

GeoWealth Management's AOS Position: Q3 2026 in Review

GeoWealth Management increased its A.O. Smith (AOS) stake by 6.7% in Q3 2026, buying an estimated $14.3K and bringing the position to 3,776 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #796.

GeoWealth Management first reported a position in AOS in Q4 2023 and has held it in 12 quarters since. The position peaked at $324K in Q4 2025. 522 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • GeoWealth Management held 3,776 shares of A.O. Smith worth $213K as of Q3 2026.
  • GeoWealth Management bought 237 A.O. Smith shares in Q3 2026, an estimated $14.3K.
  • A.O. Smith made up 0.01% of GeoWealth Management's portfolio in Q3 2026, its #796 holding.
  • GeoWealth Management first reported a position in A.O. Smith in Q4 2023 and has held it in 12 quarters since.
  • GeoWealth Management's A.O. Smith position peaked at $324K in Q4 2025.
  • 522 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.