Impact Partnership Wealth
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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
Q3 		– Sell
-10,029
Closed -$629K – 473
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 $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Impact Partnership Wealth's AOS Position: Q3 2026 in Review

Impact Partnership Wealth sold out of A.O. Smith (AOS) in Q3 2026, closing a stake of 10,029 shares — an estimated $629K sold.

Impact Partnership Wealth first reported a position in AOS in Q1 2024 and held it in 5 quarters. The position peaked at $629K in Q2 2026. 349 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Impact Partnership Wealth reported no remaining A.O. Smith position as of Q3 2026 after selling out during the quarter.
  • Impact Partnership Wealth sold 10,029 A.O. Smith shares in Q3 2026, an estimated $629K.
  • Impact Partnership Wealth first reported a position in A.O. Smith in Q1 2024 and held it in 5 quarters.
  • Impact Partnership Wealth's A.O. Smith position peaked at $629K in Q2 2026.
  • 349 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Impact Partnership Wealth's 13F filing for Q3 2026, filed 9 Nov 2026.