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

Newbridge Financial Services Group’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	-200	Closed	-$13.4K	–	1185
2025 Q4	$13.4K	Hold	200	–	–	﹤0.01%	736
2025 Q3	$14.7K	Sell	200 -90	-31%	-$6.42K	﹤0.01%	813
2025 Q2	$19K	Hold	290	–	–	﹤0.01%	740
2025 Q1	$19K	Hold	290	–	–	﹤0.01%	558
2024 Q4	$19.8K	Buy	+290	New	+$22K	0.01%	601
2024 Q3	–	Sell	-290	Closed	-$23.7K	–	682
2024 Q2	$23.7K	Hold	290	–	–	0.01%	545
2024 Q1	$25.9K	Buy	290 +90	+45%	+$7.42K	0.01%	546
2023 Q4	$16.5K	Hold	200	–	–	0.01%	628
2023 Q3	$13.2K	Hold	200	–	–	0.01%	747
2023 Q2	$14.6K	Sell	200 -117	-37%	-$8.01K	0.01%	793
2023 Q1	$21.9K	Buy	317 +117	+59%	+$7.6K	0.01%	680
2022 Q4	$11.4K	Hold	200	–	–	0.01%	885
2022 Q3	$10K	Hold	200	–	–	0.01%	869
2022 Q2	$11K	Hold	200	–	–	0.01%	829
2022 Q1	$13K	Buy	+200	New	+$14.6K	0.01%	850

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Newbridge Financial Services Group's AOS Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 200 shares — an estimated $13.4K sold.

Newbridge Financial Services Group first reported a position in AOS in Q1 2022 and held it in 15 quarters. The position peaked at $25.9K in Q1 2024. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Newbridge Financial Services Group reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 200 A.O. Smith shares in Q1 2026, an estimated $13.4K.
Newbridge Financial Services Group first reported a position in A.O. Smith in Q1 2022 and held it in 15 quarters.
Newbridge Financial Services Group's A.O. Smith position peaked at $25.9K in Q1 2024.
636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.