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ORG Wealth Partners’s A.O. Smith AOS Stock Holding History

ORG Wealth Partners’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
-44
Closed -$2.9K – 693
2026
Q1 		$2.9K Sell
44
-214
-83% -$15.4K ﹤0.01% 579
2025
Q4 		$17.3K Sell
258
-5
-2% -$338 ﹤0.01% 423
2025
Q3 		$19.3K Sell
263
-931
-78% -$66.4K ﹤0.01% 402
2025
Q2 		$80.4K Sell
1,194
-40
-3% -$2.62K 0.02% 277
2025
Q1 		$80.9K Sell
1,234
-4,411
-78% -$298K 0.02% 306
2024
Q4 		$385K Sell
5,645
-1,343
-19% -$102K 0.12% 83
2024
Q3 		$628K Buy
+6,988
New +$578K 0.21% 55

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

ORG Wealth Partners's AOS Position: Q2 2026 in Review

ORG Wealth Partners sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 44 shares — an estimated $2.9K sold.

ORG Wealth Partners first reported a position in AOS in Q3 2024 and held it in 7 quarters. The position peaked at $628K in Q3 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • ORG Wealth Partners reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • ORG Wealth Partners sold 44 A.O. Smith shares in Q2 2026, an estimated $2.9K.
  • ORG Wealth Partners first reported a position in A.O. Smith in Q3 2024 and held it in 7 quarters.
  • ORG Wealth Partners's A.O. Smith position peaked at $628K in Q3 2024.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.