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Illumine Investment Management’s A.O. Smith AOS Stock Holding History

Illumine Investment 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 		– Sell
-23,437
Closed -$1.55M – 96
2026
Q1 		$1.55M Sell
23,437
-76
-0.3% -$5.48K 1.19% 29
2025
Q4 		$1.57M Sell
23,513
-35
-0.1% -$2.37K 1.15% 32
2025
Q3 		$1.73M Buy
23,548
+515
+2% +$36.8K 1.23% 29
2025
Q2 		$1.51M Buy
+23,033
New +$1.51M 1.2% 30

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 $3.38T AUM 44.17% 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

Illumine Investment Management's AOS Position: Q2 2026 in Review

Illumine Investment Management sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 23,437 shares — an estimated $1.55M sold.

Illumine Investment Management first reported a position in AOS in Q2 2025 and held it in 4 quarters. The position peaked at $1.73M in Q3 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Illumine Investment Management reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Illumine Investment Management sold 23,437 A.O. Smith shares in Q2 2026, an estimated $1.55M.
  • Illumine Investment Management first reported a position in A.O. Smith in Q2 2025 and held it in 4 quarters.
  • Illumine Investment Management's A.O. Smith position peaked at $1.73M in Q3 2025.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Illumine Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.