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

Private Wealth Management Group’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
-25
Closed -$1.67K – 1437
2025
Q4 		$1.67K Hold
25
– – ﹤0.01% 1144
2025
Q3 		$1.84K Hold
25
– – ﹤0.01% 1136
2025
Q2 		$1.64K Sell
25
-62
-71% -$4.06K ﹤0.01% 1147
2025
Q1 		$5.69K Buy
87
+86
+8,600% +$5.81K ﹤0.01% 667
2024
Q4 		$69 Buy
+1
New +$76 ﹤0.01% 1499

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 $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Private Wealth Management Group sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 25 shares — an estimated $1.67K sold.

Private Wealth Management Group first reported a position in AOS in Q4 2024 and held it in 5 quarters. The position peaked at $5.69K in Q1 2025. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Private Wealth Management Group reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 25 A.O. Smith shares in Q1 2026, an estimated $1.67K.
  • Private Wealth Management Group first reported a position in A.O. Smith in Q4 2024 and held it in 5 quarters.
  • Private Wealth Management Group's A.O. Smith position peaked at $5.69K in Q1 2025.
  • 636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.