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J. Safra Asset Management’s A.O. Smith AOS Stock Holding History

J. Safra Asset 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
-92
Closed -$6.07K – 636
2026
Q1 		$6.07K Hold
92
– – ﹤0.01% 436
2025
Q4 		$6.15K Buy
+92
New +$6.22K ﹤0.01% 403

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

J. Safra Asset Management's AOS Position: Q2 2026 in Review

J. Safra Asset Management sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 92 shares — an estimated $6.07K sold.

J. Safra Asset Management first reported a position in AOS in Q4 2025 and held it in 2 quarters. The position peaked at $6.15K in Q4 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • J. Safra Asset Management reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 92 A.O. Smith shares in Q2 2026, an estimated $6.07K.
  • J. Safra Asset Management first reported a position in A.O. Smith in Q4 2025 and held it in 2 quarters.
  • J. Safra Asset Management's A.O. Smith position peaked at $6.15K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.