IAA
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Independent Advisor Alliance’s A.O. Smith AOS Stock Holding History

Independent Advisor Alliance’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 		$445K Sell
6,749
-2,202
-25% -$159K ﹤0.01% 1162
2025
Q4 		$599K Sell
8,951
-251
-3% -$17K 0.01% 598
2025
Q3 		$676K Buy
9,202
+759
+9% +$54.2K 0.02% 539
2025
Q2 		$554K Sell
8,443
-70
-0.8% -$4.58K 0.02% 556
2025
Q1 		$556K Sell
8,513
-840
-9% -$56.8K 0.02% 503
2024
Q4 		$638K Buy
9,353
+962
+11% +$72.9K 0.01% 872
2024
Q3 		$754K Buy
8,391
+446
+6% +$36.9K 0.03% 382
2024
Q2 		$650K Sell
7,945
-65
-0.8% -$5.5K 0.02% 402
2024
Q1 		$717K Sell
8,010
-542
-6% -$44.7K 0.03% 377
2023
Q4 		$705K Sell
8,552
-4,248
-33% -$313K 0.03% 367
2023
Q3 		$846K Buy
12,800
+110
+0.9% +$7.81K 0.04% 320
2023
Q2 		$924K Sell
12,690
-1,031
-8% -$70.6K 0.04% 316
2023
Q1 		$949K Buy
13,721
+851
+7% +$55.3K 0.05% 294
2022
Q4 		$737 Buy
12,870
+369
+3% +$20.6K ﹤0.01% 319
2022
Q3 		$607K Buy
12,501
+3,381
+37% +$194K 0.04% 328
2022
Q2 		$499K Buy
9,120
+1,013
+12% +$60.8K 0.03% 366
2022
Q1 		$518K Buy
8,107
+1,185
+17% +$86.2K 0.02% 384
2021
Q4 		$594K Buy
+6,922
New +$528K 0.03% 357
2020
Q2 		– Sell
-5,717
Closed -$216K – 493
2020
Q1 		$216K Sell
5,717
-5,288
-48% -$225K 0.03% 345
2019
Q4 		$524K Sell
11,005
-265
-2% -$12.8K 0.02% 518
2019
Q3 		$538K Sell
11,270
-802
-7% -$37.1K 0.07% 244
2019
Q2 		$569K Sell
12,072
-757
-6% -$37.1K 0.08% 208
2019
Q1 		$684K Buy
12,829
+2,026
+19% +$101K 0.1% 186
2018
Q4 		$461K Buy
+10,803
New +$497K 0.08% 207

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

Independent Advisor Alliance's AOS Position: Q1 2026 in Review

Independent Advisor Alliance reduced its A.O. Smith (AOS) stake by 25% in Q1 2026, selling an estimated $159K and leaving 6,749 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Independent Advisor Alliance first reported a position in AOS in Q4 2018 and has held it in 24 quarters since. The position peaked at $949K in Q1 2023. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Independent Advisor Alliance held 6,749 shares of A.O. Smith worth $445K as of Q1 2026.
  • Independent Advisor Alliance sold 2,202 A.O. Smith shares in Q1 2026, an estimated $159K.
  • A.O. Smith made up ﹤0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #1162 holding.
  • Independent Advisor Alliance first reported a position in A.O. Smith in Q4 2018 and has held it in 24 quarters since.
  • Independent Advisor Alliance's A.O. Smith position peaked at $949K in Q1 2023.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.