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Impact Partnership Wealth’s A.O. Smith AOS Stock Holding History

Impact Partnership Wealth’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 		$629K Buy
+10,029
New +$608K 0.06% 216
2026
Q1 		– Sell
-7,567
Closed -$506K – 368
2025
Q4 		$506K Buy
+7,567
New +$511K 0.06% 188
2024
Q4 		– Sell
-3,009
Closed -$270K – 293
2024
Q3 		$270K Sell
3,009
-76
-2% -$6.29K 0.06% 189
2024
Q2 		$252K Buy
3,085
+1,756
+132% +$149K 0.07% 178
2024
Q1 		$119K Buy
+1,329
New +$110K 0.05% 236

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

Impact Partnership Wealth's AOS Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in A.O. Smith (AOS) in Q2 2026: 10,029 shares worth $629K. The stake represents 0.06% of the portfolio and ranks #216 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in AOS as recently as Q4 2025.

Impact Partnership Wealth first reported a position in AOS in Q1 2024 and has held it in 5 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Impact Partnership Wealth held 10,029 shares of A.O. Smith worth $629K as of Q2 2026.
  • A.O. Smith was a new Impact Partnership Wealth position in Q2 2026.
  • A.O. Smith made up 0.06% of Impact Partnership Wealth's portfolio in Q2 2026, its #216 holding.
  • Impact Partnership Wealth first reported a position in A.O. Smith in Q1 2024 and has held it in 5 quarters since.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.