Principia Wealth Advisory’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Other funds holding AOS
Principia Wealth Advisory's AOS Position: Q2 2026 in Review
Principia Wealth Advisory reduced its A.O. Smith (AOS) stake by 67% in Q2 2026, selling an estimated $727 and leaving 6 shares worth $376. The position accounts for ﹤0.01% of the portfolio, ranked #931.
Principia Wealth Advisory first reported a position in AOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6K in Q4 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.
- Principia Wealth Advisory held 6 shares of A.O. Smith worth $376 as of Q2 2026.
- Principia Wealth Advisory sold 12 A.O. Smith shares in Q2 2026, an estimated $727.
- A.O. Smith made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #931 holding.
- Principia Wealth Advisory first reported a position in A.O. Smith in Q4 2024 and has held it in 7 quarters since.
- Principia Wealth Advisory's A.O. Smith position peaked at $1.6K in Q4 2025.
- 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.