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PFS Partners’s A.O. Smith AOS Stock Holding History

PFS 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 		$3.65K Hold
58
– – ﹤0.01% 490
2026
Q1 		$3.81K Hold
58
– – ﹤0.01% 456
2025
Q4 		$3.85K Buy
58
+1
+2% +$68 ﹤0.01% 457
2025
Q3 		$4.2K Hold
57
– – ﹤0.01% 441
2025
Q2 		$3.74K Buy
+57
New +$3.73K ﹤0.01% 418

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

PFS Partners's AOS Position: Q2 2026 in Review

PFS Partners held its A.O. Smith (AOS) position steady in Q2 2026 at 58 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #490.

PFS Partners first reported a position in AOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.2K in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • PFS Partners held 58 shares of A.O. Smith worth $3.65K as of Q2 2026.
  • PFS Partners left its A.O. Smith share count unchanged in Q2 2026.
  • A.O. Smith made up ﹤0.01% of PFS Partners's portfolio in Q2 2026, its #490 holding.
  • PFS Partners first reported a position in A.O. Smith in Q2 2025 and has held it in 5 quarters since.
  • PFS Partners's A.O. Smith position peaked at $4.2K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on PFS Partners's 13F filing for Q2 2026, filed 20 Jul 2026.