JFS Wealth Advisors’s A.O. Smith AOS Stock Holding History

JFS Wealth Advisors’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	$6.08K	Buy	97 +7	+8%	+$424	﹤0.01%	1206
2026 Q1	$5.93K	Sell	90 -80	-47%	-$5.77K	﹤0.01%	1133
2025 Q4	$11.4K	Buy	170 +28	+20%	+$1.89K	﹤0.01%	934
2025 Q3	$10.4K	Sell	142 -66	-32%	-$4.71K	﹤0.01%	886
2025 Q2	$13.6K	Buy	208 +5	+2%	+$327	﹤0.01%	766
2025 Q1	$13.3K	Sell	203 -13	-6%	-$879	﹤0.01%	780
2024 Q4	$14.7K	Hold	216	–	–	﹤0.01%	732
2024 Q3	$19.4K	Buy	216 +3	+1%	+$248	﹤0.01%	651
2024 Q2	$17.4K	Hold	213	–	–	﹤0.01%	633
2024 Q1	$19.1K	Hold	213	–	–	﹤0.01%	637
2023 Q4	$17.6K	Hold	213	–	–	﹤0.01%	615
2023 Q3	$14.1K	Hold	213	–	–	﹤0.01%	623
2023 Q2	$15.5K	Sell	213 -14	-6%	-$958	﹤0.01%	597
2023 Q1	$15.7K	Buy	227 +23	+11%	+$1.5K	﹤0.01%	585
2022 Q4	$11.7K	Buy	204 +42	+26%	+$2.35K	﹤0.01%	653
2022 Q3	$8K	Sell	162 -92	-36%	-$5.28K	﹤0.01%	787
2022 Q2	$14K	Buy	254 +59	+30%	+$3.54K	﹤0.01%	658
2022 Q1	$12K	Buy	195 +158	+427%	+$11.5K	﹤0.01%	729
2021 Q4	$3K	Buy	+37	New	+$2.82K	﹤0.01%	906

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JFS Wealth Advisors's AOS Position: Q2 2026 in Review

JFS Wealth Advisors increased its A.O. Smith (AOS) stake by 7.8% in Q2 2026, buying an estimated $424 and bringing the position to 97 shares worth $6.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1206.

JFS Wealth Advisors first reported a position in AOS in Q4 2021 and has held it in 19 quarters since. The position peaked at $19.4K in Q3 2024. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

JFS Wealth Advisors held 97 shares of A.O. Smith worth $6.08K as of Q2 2026.
JFS Wealth Advisors bought 7 A.O. Smith shares in Q2 2026, an estimated $424.
A.O. Smith made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1206 holding.
JFS Wealth Advisors first reported a position in A.O. Smith in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's A.O. Smith position peaked at $19.4K in Q3 2024.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.