GWM
AOS icon

GSB Wealth Management’s A.O. Smith AOS Stock Holding History

GSB Wealth 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 		$295K Sell
4,697
-4,346
-48% -$263K 0.06% 194
2026
Q1 		$596K Buy
9,043
+77
+0.9% +$5.55K 0.13% 129
2025
Q4 		$600K Buy
8,966
+128
+1% +$8.65K 0.14% 127
2025
Q3 		$649K Sell
8,838
-1,617
-15% -$115K 0.15% 120
2025
Q2 		$686K Buy
+10,455
New +$684K 0.17% 123

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

GSB Wealth Management's AOS Position: Q2 2026 in Review

GSB Wealth Management reduced its A.O. Smith (AOS) stake by 48% in Q2 2026, selling an estimated $263K and leaving 4,697 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #194.

GSB Wealth Management first reported a position in AOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $686K in Q2 2025. 173 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • GSB Wealth Management held 4,697 shares of A.O. Smith worth $295K as of Q2 2026.
  • GSB Wealth Management sold 4,346 A.O. Smith shares in Q2 2026, an estimated $263K.
  • A.O. Smith made up 0.06% of GSB Wealth Management's portfolio in Q2 2026, its #194 holding.
  • GSB Wealth Management first reported a position in A.O. Smith in Q2 2025 and has held it in 5 quarters since.
  • GSB Wealth Management's A.O. Smith position peaked at $686K in Q2 2025.
  • 173 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on GSB Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.