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IEQ Capital’s A.O. Smith AOS Stock Holding History

IEQ Capital’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
-3,885
Closed -$256K – 2019
2026
Q1 		$256K Sell
3,885
-60,455
-94% -$4.36M ﹤0.01% 1591
2025
Q4 		$4.3M Buy
64,340
+57,578
+851% +$3.89M 0.01% 563
2025
Q3 		$496K Buy
+6,762
New +$483K ﹤0.01% 1293
2025
Q1 		– Sell
-3,953
Closed -$270K – 1615
2024
Q4 		$270K Sell
3,953
-5,939
-60% -$450K ﹤0.01% 1073
2024
Q3 		$889K Buy
9,892
+978
+11% +$80.9K 0.01% 570
2024
Q2 		$729K Buy
8,914
+98
+1% +$8.29K 0.01% 549
2024
Q1 		$789K Buy
8,816
+193
+2% +$15.9K 0.01% 510
2023
Q4 		$711K Sell
8,623
-2,490
-22% -$184K 0.01% 494
2023
Q3 		$735K Buy
11,113
+2,527
+29% +$179K 0.01% 467
2023
Q2 		$625K Sell
8,586
-2,020
-19% -$138K 0.01% 497
2023
Q1 		$733K Buy
10,606
+1,991
+23% +$129K 0.02% 461
2022
Q4 		$493K Sell
8,615
-3,949
-31% -$221K 0.01% 516
2022
Q3 		$610K Buy
+12,564
New +$722K 0.02% 489

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

IEQ Capital's AOS Position: Q2 2026 in Review

IEQ Capital sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 3,885 shares — an estimated $256K sold.

IEQ Capital first reported a position in AOS in Q3 2022 and held it in 13 quarters. The position peaked at $4.3M in Q4 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • IEQ Capital reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • IEQ Capital sold 3,885 A.O. Smith shares in Q2 2026, an estimated $256K.
  • IEQ Capital first reported a position in A.O. Smith in Q3 2022 and held it in 13 quarters.
  • IEQ Capital's A.O. Smith position peaked at $4.3M in Q4 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.