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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
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
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

Golden State Equity Partners's AOS Position: Q2 2026 in Review

Golden State Equity Partners sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 20 shares — an estimated $1.35K sold.

Golden State Equity Partners first reported a position in AOS in Q4 2023 and held it in 5 quarters. The position peaked at $1.22M in Q3 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Golden State Equity Partners reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 20 A.O. Smith shares in Q2 2026, an estimated $1.35K.
  • Golden State Equity Partners first reported a position in A.O. Smith in Q4 2023 and held it in 5 quarters.
  • Golden State Equity Partners's A.O. Smith position peaked at $1.22M in Q3 2024.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.