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Mirabella Financial Services’s A.O. Smith AOS Stock Holding History

Mirabella Financial Services’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 		– Sell
-7,786
Closed -$513K – 703
2026
Q1 		$513K Buy
7,786
+2,228
+40% +$161K 0.05% 266
2025
Q4 		$372K Buy
+5,558
New +$376K 0.03% 379
2022
Q3 		– Sell
-8,885
Closed -$486K – 329
2022
Q2 		$486K Buy
8,885
+1,933
+28% +$116K 0.05% 249
2022
Q1 		$444K Buy
+6,952
New +$506K 0.05% 270

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

Mirabella Financial Services's AOS Position: Q2 2026 in Review

Mirabella Financial Services sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 7,786 shares — an estimated $513K sold.

Mirabella Financial Services first reported a position in AOS in Q1 2022 and held it in 4 quarters. The position peaked at $513K in Q1 2026. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Mirabella Financial Services reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 7,786 A.O. Smith shares in Q2 2026, an estimated $513K.
  • Mirabella Financial Services first reported a position in A.O. Smith in Q1 2022 and held it in 4 quarters.
  • Mirabella Financial Services's A.O. Smith position peaked at $513K in Q1 2026.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.