Golden State Equity Partners’s A.O. Smith AOS Stock Holding History

Golden State Equity 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 Q3	$308	Buy	+5	New	+$301	﹤0.01%	2119
2026 Q2	–	Sell	-20	Closed	-$1.35K	–	415
2026 Q1	$1.35K	Buy	+20	New	+$1.44K	﹤0.01%	1740
2025 Q1	–	Sell	-6,382	Closed	-$435K	–	431
2024 Q4	$435K	Sell	6,382 -7,172	-53%	-$543K	0.08%	259
2024 Q3	$1.22M	Buy	13,554 +5,220	+63%	+$432K	0.19%	117
2024 Q2	$682K	Buy	+8,334	New	+$705K	0.14%	162
2023 Q4	$209K	Buy	+2,532	New	+$187K	0.05%	337

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Golden State Equity Partners's AOS Position: Q3 2026 in Review

Golden State Equity Partners opened a new position in A.O. Smith (AOS) in Q3 2026: 5 shares worth $308. The stake represents ﹤0.01% of the portfolio and ranks #2119 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in AOS as recently as Q1 2026.

Golden State Equity Partners first reported a position in AOS in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.22M in Q3 2024. 381 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Golden State Equity Partners held 5 shares of A.O. Smith worth $308 as of Q3 2026.
A.O. Smith was a new Golden State Equity Partners position in Q3 2026.
A.O. Smith made up ﹤0.01% of Golden State Equity Partners's portfolio in Q3 2026, its #2119 holding.
Golden State Equity Partners first reported a position in A.O. Smith in Q4 2023 and has held it in 6 quarters since.
Golden State Equity Partners's A.O. Smith position peaked at $1.22M in Q3 2024.
381 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.