HWP
AOS icon

Highline Wealth Partners’s A.O. Smith AOS Stock Holding History

Highline Wealth 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 		$11.2K Buy
178
+156
+709% +$9.46K ﹤0.01% 551
2026
Q1 		$1.45K Buy
+22
New +$1.59K ﹤0.01% 1108

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

Highline Wealth Partners's AOS Position: Q2 2026 in Review

Highline Wealth Partners increased its A.O. Smith (AOS) stake by 709% in Q2 2026, buying an estimated $9.46K and bringing the position to 178 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Highline Wealth Partners first reported a position in AOS in Q1 2026 and has held it in 2 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Highline Wealth Partners held 178 shares of A.O. Smith worth $11.2K as of Q2 2026.
  • Highline Wealth Partners bought 156 A.O. Smith shares in Q2 2026, an estimated $9.46K.
  • A.O. Smith made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #551 holding.
  • Highline Wealth Partners first reported a position in A.O. Smith in Q1 2026 and has held it in 2 quarters since.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.