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Legacy Capital Wealth Partners’s A.O. Smith AOS Stock Holding History

Legacy Capital Wealth Partners’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 		$262K Buy
4,180
+222
+6% +$13.5K 0.05% 322
2026
Q1 		$261K Sell
3,958
-18
-0.5% -$1.3K 0.05% 318
2025
Q4 		$266K Buy
3,976
+89
+2% +$6.01K 0.06% 322
2025
Q3 		$285K Sell
3,887
-85
-2% -$6.07K 0.06% 320
2025
Q2 		$260K Buy
3,972
+171
+4% +$11.2K 0.06% 321
2025
Q1 		$248K Buy
+3,801
New +$257K 0.06% 314
2024
Q4 		– Sell
-2,437
Closed -$219K – 341
2024
Q3 		$219K Sell
2,437
-345
-12% -$28.6K 0.04% 328
2024
Q2 		$228K Buy
+2,782
New +$235K 0.06% 275
2024
Q1 		– Sell
-2,800
Closed -$231K – 128
2023
Q4 		$231K Buy
+2,800
New +$206K 0.07% 257

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 $3.37T AUM 44.26% 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

Legacy Capital Wealth Partners's AOS Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its A.O. Smith (AOS) stake by 5.6% in Q2 2026, buying an estimated $13.5K and bringing the position to 4,180 shares worth $262K. The position accounts for 0.05% of the portfolio, ranked #322.

Legacy Capital Wealth Partners first reported a position in AOS in Q4 2023 and has held it in 9 quarters since. The position peaked at $285K in Q3 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Legacy Capital Wealth Partners held 4,180 shares of A.O. Smith worth $262K as of Q2 2026.
  • Legacy Capital Wealth Partners bought 222 A.O. Smith shares in Q2 2026, an estimated $13.5K.
  • A.O. Smith made up 0.05% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #322 holding.
  • Legacy Capital Wealth Partners first reported a position in A.O. Smith in Q4 2023 and has held it in 9 quarters since.
  • Legacy Capital Wealth Partners's A.O. Smith position peaked at $285K in Q3 2025.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.