Physician Wealth Advisors’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.57K Sell
25
-18
-42% -$1.09K ﹤0.01% 1611
2026
Q1
$2.84K Buy
43
+23
+115% +$1.66K ﹤0.01% 1202
2025
Q4
$1.34K Sell
20
-12
-38% -$811 ﹤0.01% 1469
2025
Q3
$2.35K Buy
32
+13
+68% +$928 ﹤0.01% 1153
2025
Q2
$1.25K Buy
19
+5
+36% +$327 ﹤0.01% 1250
2025
Q1
$916 Buy
+14
New +$946 ﹤0.01% 1141

Other funds holding AOS

Physician Wealth Advisors's AOS Position: Q2 2026 in Review

Physician Wealth Advisors reduced its A.O. Smith (AOS) stake by 42% in Q2 2026, selling an estimated $1.09K and leaving 25 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1611.

Physician Wealth Advisors first reported a position in AOS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.84K in Q1 2026. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Physician Wealth Advisors held 25 shares of A.O. Smith worth $1.57K as of Q2 2026.
  • Physician Wealth Advisors sold 18 A.O. Smith shares in Q2 2026, an estimated $1.09K.
  • A.O. Smith made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1611 holding.
  • Physician Wealth Advisors first reported a position in A.O. Smith in Q1 2025 and has held it in 6 quarters since.
  • Physician Wealth Advisors's A.O. Smith position peaked at $2.84K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.