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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's AOS Position: Q1 2026 in Review

GeoWealth Management reduced its A.O. Smith (AOS) stake by 14% in Q1 2026, selling an estimated $49.6K and leaving 4,153 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #642.

GeoWealth Management first reported a position in AOS in Q4 2023 and has held it in 10 quarters since. The position peaked at $324K in Q4 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • GeoWealth Management held 4,153 shares of A.O. Smith worth $274K as of Q1 2026.
  • GeoWealth Management sold 688 A.O. Smith shares in Q1 2026, an estimated $49.6K.
  • A.O. Smith made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #642 holding.
  • GeoWealth Management first reported a position in A.O. Smith in Q4 2023 and has held it in 10 quarters since.
  • GeoWealth Management's A.O. Smith position peaked at $324K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.