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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impact Partnership Wealth's AOS Position: Q1 2026 in Review

Impact Partnership Wealth sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 7,567 shares — an estimated $506K sold.

Impact Partnership Wealth first reported a position in AOS in Q1 2024 and held it in 4 quarters. The position peaked at $506K in Q4 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Impact Partnership Wealth reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 7,567 A.O. Smith shares in Q1 2026, an estimated $506K.
  • Impact Partnership Wealth first reported a position in A.O. Smith in Q1 2024 and held it in 4 quarters.
  • Impact Partnership Wealth's A.O. Smith position peaked at $506K in Q4 2025.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.