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

IAG 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 Q1	–	Sell	-261	Closed	-$17.5K	–	510
2025 Q4	$17.5K	Buy	+261	New	+$17.6K	﹤0.01%	305

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

IAG Wealth Partners's AOS Position: Q1 2026 in Review

IAG Wealth Partners sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 261 shares — an estimated $17.5K sold.

IAG Wealth Partners first reported a position in AOS in Q4 2025 and held it in 1 quarter. The position peaked at $17.5K in Q4 2025. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

IAG Wealth Partners reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
IAG Wealth Partners sold 261 A.O. Smith shares in Q1 2026, an estimated $17.5K.
IAG Wealth Partners first reported a position in A.O. Smith in Q4 2025 and held it in 1 quarter.
IAG Wealth Partners's A.O. Smith position peaked at $17.5K in Q4 2025.
636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.