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

Quadcap Wealth 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 		$483K Sell
7,323
-25
-0.3% -$1.8K 0.05% 261
2025
Q4 		$491K Sell
7,348
-20
-0.3% -$1.35K 0.06% 267
2025
Q3 		$541K Buy
7,368
+502
+7% +$35.8K 0.06% 254
2025
Q2 		$450K Buy
6,866
+59
+0.9% +$3.86K 0.06% 271
2025
Q1 		$445K Buy
+6,807
New +$460K 0.06% 257

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quadcap Wealth Management's AOS Position: Q1 2026 in Review

Quadcap Wealth Management reduced its A.O. Smith (AOS) stake by 0.34% in Q1 2026, selling an estimated $1.8K and leaving 7,323 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #261.

Quadcap Wealth Management first reported a position in AOS in Q1 2025 and has held it in 5 quarters since. The position peaked at $541K in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Quadcap Wealth Management held 7,323 shares of A.O. Smith worth $483K as of Q1 2026.
  • Quadcap Wealth Management sold 25 A.O. Smith shares in Q1 2026, an estimated $1.8K.
  • A.O. Smith made up 0.05% of Quadcap Wealth Management's portfolio in Q1 2026, its #261 holding.
  • Quadcap Wealth Management first reported a position in A.O. Smith in Q1 2025 and has held it in 5 quarters since.
  • Quadcap Wealth Management's A.O. Smith position peaked at $541K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.