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

Revisor 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
Q2 		$340K Sell
5,424
-706
-12% -$42.8K 0.08% 276
2026
Q1 		$404K Sell
6,130
-417
-6% -$30.1K 0.11% 201
2025
Q4 		$476K Sell
6,547
-7
-0.1% -$473 0.13% 172
2025
Q3 		$456K Sell
6,554
-1,552
-19% -$111K 0.16% 140
2025
Q2 		$570K Buy
8,106
+839
+12% +$54.9K 0.21% 113
2025
Q1 		$475K Buy
7,267
+4,265
+142% +$288K 0.21% 115
2024
Q4 		$204K Sell
3,002
-1,081
-26% -$81.9K 0.19% 120
2024
Q3 		$367K Buy
4,083
+132
+3% +$10.9K 0.23% 105
2024
Q2 		$323K Sell
3,951
-3,260
-45% -$276K 0.22% 105
2024
Q1 		$620K Buy
7,211
+3,799
+111% +$313K 0.28% 90
2023
Q4 		$281K Sell
3,412
-463
-12% -$34.1K 0.32% 84
2023
Q3 		$256K Buy
3,875
+74
+2% +$5.25K 0.22% 127
2023
Q2 		$277K Sell
3,801
-521
-12% -$35.7K 0.25% 119
2023
Q1 		$299K Buy
+4,322
New +$281K 0.27% 99

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Revisor Wealth Management reduced its A.O. Smith (AOS) stake by 12% in Q2 2026, selling an estimated $42.8K and leaving 5,424 shares worth $340K. The position accounts for 0.08% of the portfolio, ranked #276.

Revisor Wealth Management first reported a position in AOS in Q1 2023 and has held it in 14 quarters since. The position peaked at $620K in Q1 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Revisor Wealth Management held 5,424 shares of A.O. Smith worth $340K as of Q2 2026.
  • Revisor Wealth Management sold 706 A.O. Smith shares in Q2 2026, an estimated $42.8K.
  • A.O. Smith made up 0.08% of Revisor Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Revisor Wealth Management first reported a position in A.O. Smith in Q1 2023 and has held it in 14 quarters since.
  • Revisor Wealth Management's A.O. Smith position peaked at $620K in Q1 2024.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.