Private Wealth Asset Management’s A.O. Smith AOS Stock Holding History

Private Wealth Asset 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	–	Sell	-2	Closed	-$134	–	940
2025 Q4	$134	Hold	2	–	–	﹤0.01%	1056
2025 Q3	$147	Hold	2	–	–	﹤0.01%	1036
2025 Q2	$131	Sell	2 -7	-78%	-$458	﹤0.01%	1048
2025 Q1	$588	Buy	+9	New	+$608	﹤0.01%	977

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Private Wealth Asset Management's AOS Position: Q1 2026 in Review

Private Wealth Asset Management sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 2 shares — an estimated $134 sold.

Private Wealth Asset Management first reported a position in AOS in Q1 2025 and held it in 4 quarters. The position peaked at $588 in Q1 2025. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Private Wealth Asset Management reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
Private Wealth Asset Management sold 2 A.O. Smith shares in Q1 2026, an estimated $134.
Private Wealth Asset Management first reported a position in A.O. Smith in Q1 2025 and held it in 4 quarters.
Private Wealth Asset Management's A.O. Smith position peaked at $588 in Q1 2025.
636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.