Krilogy Financial’s A.O. Smith AOS Stock Holding History

Krilogy Financial’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	-4,619	Closed	-$328K	–	987
2025 Q4	$328K	Sell	4,619 -803	-15%	-$54.3K	0.01%	689
2025 Q3	$358K	Buy	+5,422	New	+$387K	0.01%	628

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Krilogy Financial's AOS Position: Q1 2026 in Review

Krilogy Financial sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 4,619 shares — an estimated $328K sold.

Krilogy Financial first reported a position in AOS in Q3 2025 and held it in 2 quarters. The position peaked at $358K in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Krilogy Financial reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
Krilogy Financial sold 4,619 A.O. Smith shares in Q1 2026, an estimated $328K.
Krilogy Financial first reported a position in A.O. Smith in Q3 2025 and held it in 2 quarters.
Krilogy Financial's A.O. Smith position peaked at $358K in Q3 2025.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Krilogy Financial's 13F filing for Q1 2026, filed 17 Apr 2026.