Highline Wealth Partners
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
Q3 		$8.12K Sell
144
-34
-19% -$2.05K ﹤0.01% 770
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

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Sarasin & Partners
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Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Highline Wealth Partners's AOS Position: Q3 2026 in Review

Highline Wealth Partners reduced its A.O. Smith (AOS) stake by 19% in Q3 2026, selling an estimated $2.05K and leaving 144 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

Highline Wealth Partners first reported a position in AOS in Q1 2026 and has held it in 3 quarters since. The position peaked at $11.2K in Q2 2026. 116 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Highline Wealth Partners held 144 shares of A.O. Smith worth $8.12K as of Q3 2026.
  • Highline Wealth Partners sold 34 A.O. Smith shares in Q3 2026, an estimated $2.05K.
  • A.O. Smith made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #770 holding.
  • Highline Wealth Partners first reported a position in A.O. Smith in Q1 2026 and has held it in 3 quarters since.
  • Highline Wealth Partners's A.O. Smith position peaked at $11.2K in Q2 2026.
  • 116 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.