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Legacy Wealth Asset Management’s A.O. Smith AOS Stock Holding History

Legacy Wealth 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 		$574K Buy
9,145
+143
+2% +$8.67K 0.13% 241
2026
Q1 		$594K Buy
9,002
+439
+5% +$31.6K 0.14% 234
2025
Q4 		$573K Buy
8,563
+1,601
+23% +$108K 0.14% 232
2025
Q3 		$511K Sell
6,962
-29
-0.4% -$2.07K 0.12% 250
2025
Q2 		$458K Buy
+6,991
New +$457K 0.12% 264

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

Legacy Wealth Asset Management's AOS Position: Q2 2026 in Review

Legacy Wealth Asset Management increased its A.O. Smith (AOS) stake by 1.6% in Q2 2026, buying an estimated $8.67K and bringing the position to 9,145 shares worth $574K. The position accounts for 0.13% of the portfolio, ranked #241.

Legacy Wealth Asset Management first reported a position in AOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $594K in Q1 2026. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Legacy Wealth Asset Management held 9,145 shares of A.O. Smith worth $574K as of Q2 2026.
  • Legacy Wealth Asset Management bought 143 A.O. Smith shares in Q2 2026, an estimated $8.67K.
  • A.O. Smith made up 0.13% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #241 holding.
  • Legacy Wealth Asset Management first reported a position in A.O. Smith in Q2 2025 and has held it in 5 quarters since.
  • Legacy Wealth Asset Management's A.O. Smith position peaked at $594K in Q1 2026.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.