Raffa Wealth Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.07K | Buy |
17
+2
| +13% | +$121 | ﹤0.01% | 1001 |
|
|
2026
Q1 | $989 | Hold |
15
| – | – | ﹤0.01% | 946 |
|
|
2025
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 921 |
|
|
2025
Q3 | $1.1K | Sell |
15
-162
| -92% | -$11.6K | ﹤0.01% | 867 |
|
|
2025
Q2 | $11.6K | Buy |
177
+162
| +1,080% | +$10.6K | ﹤0.01% | 348 |
|
|
2025
Q1 | $980 | Hold |
15
| – | – | ﹤0.01% | 836 |
|
|
2024
Q4 | $1.02K | Hold |
15
| – | – | ﹤0.01% | 869 |
|
|
2024
Q3 | $1.35K | Hold |
15
| – | – | ﹤0.01% | 753 |
|
|
2024
Q2 | $1.23K | Hold |
15
| – | – | ﹤0.01% | 840 |
|
|
2024
Q1 | $1.34K | Hold |
15
| – | – | ﹤0.01% | 812 |
|
|
2023
Q4 | $1.24K | Hold |
15
| – | – | ﹤0.01% | 759 |
|
|
2023
Q3 | $992 | Hold |
15
| – | – | ﹤0.01% | 782 |
|
|
2023
Q2 | $1.09K | Hold |
15
| – | – | ﹤0.01% | 773 |
|
|
2023
Q1 | $1.04K | Hold |
15
| – | – | ﹤0.01% | 776 |
|
|
2022
Q4 | $859 | Hold |
15
| – | – | ﹤0.01% | 821 |
|
|
2022
Q3 | $729 | Hold |
15
| – | – | ﹤0.01% | 904 |
|
|
2022
Q2 | $820 | Hold |
15
| – | – | ﹤0.01% | 876 |
|
|
2022
Q1 | $958 | Hold |
15
| – | – | ﹤0.01% | 877 |
|
|
2021
Q4 | $1.29K | Hold |
15
| – | – | ﹤0.01% | 790 |
|
|
2021
Q3 | $916 | Hold |
15
| – | – | ﹤0.01% | 853 |
|
|
2021
Q2 | $1.08K | Hold |
15
| – | – | ﹤0.01% | 804 |
|
|
2021
Q1 | $1.01K | Hold |
15
| – | – | ﹤0.01% | 824 |
|
|
2020
Q4 | $822 | Hold |
15
| – | – | ﹤0.01% | 782 |
|
|
2020
Q3 | $792 | Hold |
15
| – | – | ﹤0.01% | 731 |
|
|
2020
Q2 | $707 | Hold |
15
| – | – | ﹤0.01% | 743 |
|
|
2020
Q1 | $567 | Hold |
15
| – | – | ﹤0.01% | 728 |
|
|
2019
Q4 | $715 | Hold |
15
| – | – | ﹤0.01% | 694 |
|
|
2019
Q3 | $716 | Buy |
+15
| New | +$694 | ﹤0.01% | 684 |
|
|
2019
Q2 | – | Sell |
-15
| Closed | -$800 | – | 779 |
|
|
2019
Q1 | $800 | Hold |
15
| – | – | ﹤0.01% | 643 |
|
|
2018
Q4 | $641 | Hold |
15
| – | – | ﹤0.01% | 687 |
|
|
2018
Q3 | $801 | Hold |
15
| – | – | ﹤0.01% | 704 |
|
|
2018
Q2 | $887 | Hold |
15
| – | – | ﹤0.01% | 658 |
|
|
2018
Q1 | $954 | Buy |
+15
| New | +$968 | ﹤0.01% | 586 |
|
Other funds holding AOS
Raffa Wealth Management's AOS Position: Q2 2026 in Review
Raffa Wealth Management increased its A.O. Smith (AOS) stake by 13% in Q2 2026, buying an estimated $121 and bringing the position to 17 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.
Raffa Wealth Management first reported a position in AOS in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.6K in Q2 2025. 574 funds tracked by Wall St. Rank hold AOS as of Q2 2026.
- Raffa Wealth Management held 17 shares of A.O. Smith worth $1.07K as of Q2 2026.
- Raffa Wealth Management bought 2 A.O. Smith shares in Q2 2026, an estimated $121.
- A.O. Smith made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1001 holding.
- Raffa Wealth Management first reported a position in A.O. Smith in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's A.O. Smith position peaked at $11.6K in Q2 2025.
- 574 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.