Precedent Wealth Partners’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
$1.86M Buy
29,628
+1,951
+7% +$118K 0.31% 93
2026
Q1
$1.83M Buy
27,677
+1,167
+4% +$84.1K 0.37% 84
2025
Q4
$1.77M Buy
26,510
+1,248
+5% +$84.3K 0.37% 81
2025
Q3
$1.85M Sell
25,262
-330
-1% -$23.6K 0.41% 74
2025
Q2
$1.68M Buy
25,592
+1,527
+6% +$99.9K 0.41% 72
2025
Q1
$1.57M Buy
+24,065
New +$1.63M 0.44% 70

Other funds holding AOS

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

Precedent Wealth Partners increased its A.O. Smith (AOS) stake by 7% in Q2 2026, buying an estimated $118K and bringing the position to 29,628 shares worth $1.86M. The position accounts for 0.31% of the portfolio, ranked #93.

Precedent Wealth Partners first reported a position in AOS in Q1 2025 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Precedent Wealth Partners held 29,628 shares of A.O. Smith worth $1.86M as of Q2 2026.
  • Precedent Wealth Partners bought 1,951 A.O. Smith shares in Q2 2026, an estimated $118K.
  • A.O. Smith made up 0.31% of Precedent Wealth Partners's portfolio in Q2 2026, its #93 holding.
  • Precedent Wealth Partners first reported a position in A.O. Smith in Q1 2025 and has held it in 6 quarters since.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.