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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perigon Wealth Management's AOS Position: Q1 2026 in Review

Perigon Wealth Management reduced its A.O. Smith (AOS) stake by 23% in Q1 2026, selling an estimated $87.1K and leaving 3,994 shares worth $263K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Perigon Wealth Management first reported a position in AOS in Q4 2025 and has held it in 2 quarters since. The position peaked at $348K in Q4 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Perigon Wealth Management held 3,994 shares of A.O. Smith worth $263K as of Q1 2026.
  • Perigon Wealth Management sold 1,209 A.O. Smith shares in Q1 2026, an estimated $87.1K.
  • A.O. Smith made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1068 holding.
  • Perigon Wealth Management first reported a position in A.O. Smith in Q4 2025 and has held it in 2 quarters since.
  • Perigon Wealth Management's A.O. Smith position peaked at $348K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.