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

Perigon 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 		$203K Sell
3,236
-758
-19% -$45.9K ﹤0.01% 1365
2026
Q1 		$263K Sell
3,994
-1,209
-23% -$87.1K ﹤0.01% 1068
2025
Q4 		$348K Buy
+5,203
New +$352K 0.01% 961

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

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

Perigon Wealth Management reduced its A.O. Smith (AOS) stake by 19% in Q2 2026, selling an estimated $45.9K and leaving 3,236 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #1365.

Perigon Wealth Management first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $348K in Q4 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Perigon Wealth Management held 3,236 shares of A.O. Smith worth $203K as of Q2 2026.
  • Perigon Wealth Management sold 758 A.O. Smith shares in Q2 2026, an estimated $45.9K.
  • A.O. Smith made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1365 holding.
  • Perigon Wealth Management first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
  • Perigon Wealth Management's A.O. Smith position peaked at $348K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.