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

MOKAN Wealth 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 		$1.23M Buy
19,538
+1,280
+7% +$77.6K 0.47% 44
2026
Q1 		$1.2M Sell
18,258
-1,501
-8% -$108K 0.53% 46
2025
Q4 		$1.32M Buy
19,759
+2,073
+12% +$140K 0.59% 47
2025
Q3 		$1.3M Buy
+17,686
New +$1.26M 0.65% 41

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

MOKAN Wealth Management's AOS Position: Q2 2026 in Review

MOKAN Wealth Management increased its A.O. Smith (AOS) stake by 7% in Q2 2026, buying an estimated $77.6K and bringing the position to 19,538 shares worth $1.23M. The position accounts for 0.47% of the portfolio, ranked #44.

MOKAN Wealth Management first reported a position in AOS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.32M in Q4 2025. 219 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • MOKAN Wealth Management held 19,538 shares of A.O. Smith worth $1.23M as of Q2 2026.
  • MOKAN Wealth Management bought 1,280 A.O. Smith shares in Q2 2026, an estimated $77.6K.
  • A.O. Smith made up 0.47% of MOKAN Wealth Management's portfolio in Q2 2026, its #44 holding.
  • MOKAN Wealth Management first reported a position in A.O. Smith in Q3 2025 and has held it in 4 quarters since.
  • MOKAN Wealth Management's A.O. Smith position peaked at $1.32M in Q4 2025.
  • 219 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on MOKAN Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.