Level Four Advisory Services’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.81M Buy
92,610
+2,681
+3% +$162K 0.16% 165
2026
Q1
$5.93M Buy
89,929
+2,285
+3% +$165K 0.19% 150
2025
Q4
$5.86M Buy
87,644
+1,777
+2% +$120K 0.19% 143
2025
Q3
$6.3M Buy
85,867
+1,142
+1% +$81.5K 0.22% 121
2025
Q2
$5.56M Sell
84,725
-113
-0.1% -$7.39K 0.2% 140
2025
Q1
$5.55M Buy
84,838
+19,757
+30% +$1.34M 0.23% 134
2024
Q4
$4.44M Buy
65,081
+3,022
+5% +$229K 0.18% 151
2024
Q3
$4.66M Buy
62,059
+5,508
+10% +$456K 0.2% 151
2024
Q2
$4.62M Buy
+56,551
New +$4.79M 0.21% 135

Other funds holding AOS

Level Four Advisory Services's AOS Position: Q2 2026 in Review

Level Four Advisory Services increased its A.O. Smith (AOS) stake by 3% in Q2 2026, buying an estimated $162K and bringing the position to 92,610 shares worth $5.81M. The position accounts for 0.16% of the portfolio, ranked #165.

Level Four Advisory Services first reported a position in AOS in Q2 2024 and has held it in 9 quarters since. The position peaked at $6.3M in Q3 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Level Four Advisory Services held 92,610 shares of A.O. Smith worth $5.81M as of Q2 2026.
  • Level Four Advisory Services bought 2,681 A.O. Smith shares in Q2 2026, an estimated $162K.
  • A.O. Smith made up 0.16% of Level Four Advisory Services's portfolio in Q2 2026, its #165 holding.
  • Level Four Advisory Services first reported a position in A.O. Smith in Q2 2024 and has held it in 9 quarters since.
  • Level Four Advisory Services's A.O. Smith position peaked at $6.3M in Q3 2025.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.