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 Q3	$364K	Sell	6,458 -1,242	-16%	-$74.9K	0.03%	312
2026 Q2	$483K	Buy	7,700 +377	+5%	+$22.8K	0.05%	279
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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Quadcap Wealth Management's AOS Position: Q3 2026 in Review

Quadcap Wealth Management reduced its A.O. Smith (AOS) stake by 16% in Q3 2026, selling an estimated $74.9K and leaving 6,458 shares worth $364K. The position accounts for 0.03% of the portfolio, ranked #312.

Quadcap Wealth Management first reported a position in AOS in Q1 2025 and has held it in 7 quarters since. The position peaked at $541K in Q3 2025. 301 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Quadcap Wealth Management held 6,458 shares of A.O. Smith worth $364K as of Q3 2026.
Quadcap Wealth Management sold 1,242 A.O. Smith shares in Q3 2026, an estimated $74.9K.
A.O. Smith made up 0.03% of Quadcap Wealth Management's portfolio in Q3 2026, its #312 holding.
Quadcap Wealth Management first reported a position in A.O. Smith in Q1 2025 and has held it in 7 quarters since.
Quadcap Wealth Management's A.O. Smith position peaked at $541K in Q3 2025.
301 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Quadcap Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.