MGO One Seven’s A.O. Smith AOS Stock Holding History

MGO One Seven’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	-4,302	Closed	-$288K	–	1405
2025 Q4	$288K	Buy	+4,302	New	+$291K	0.01%	1126
2024 Q3	–	Sell	-3,414	Closed	-$279K	–	987
2024 Q2	$279K	Buy	+3,414	New	+$289K	0.01%	792
2019 Q1	–	Sell	-37	Closed	-$1K	–	477
2018 Q4	$1K	Buy	+37	New	+$1.7K	﹤0.01%	1649
2018 Q1	$13K	Hold	199	–	–	0.01%	1004
2017 Q4	$12K	Buy	+199	New	+$12.1K	0.01%	1011

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

MGO One Seven's AOS Position: Q1 2026 in Review

MGO One Seven sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 4,302 shares — an estimated $288K sold.

MGO One Seven first reported a position in AOS in Q4 2017 and held it in 5 quarters. The position peaked at $288K in Q4 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

MGO One Seven reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
MGO One Seven sold 4,302 A.O. Smith shares in Q1 2026, an estimated $288K.
MGO One Seven first reported a position in A.O. Smith in Q4 2017 and held it in 5 quarters.
MGO One Seven's A.O. Smith position peaked at $288K in Q4 2025.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on MGO One Seven's 13F filing for Q1 2026, filed 14 May 2026.