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

Quaker 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
2025
Q2 		– Sell
-3
Closed -$197 – 920
2025
Q1 		$197 Buy
+3
New +$203 ﹤0.01% 849

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Quaker Wealth Management's AOS Position: Q2 2026 in Review

Quaker Wealth Management sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 1 share — an estimated $66 sold.

Quaker Wealth Management first reported a position in AOS in Q2 2025 and held it in 4 quarters. The position peaked at $268 in Q4 2025. 191 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Quaker Wealth Management reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Quaker Wealth Management sold 1 A.O. Smith share in Q2 2026, an estimated $66.
  • Quaker Wealth Management first reported a position in A.O. Smith in Q2 2025 and held it in 4 quarters.
  • Quaker Wealth Management's A.O. Smith position peaked at $268 in Q4 2025.
  • 191 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.