RMR Wealth Builders’s A.O. Smith AOS Stock Holding History

RMR Wealth Builders’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	$293K	Sell	4,673 -18	-0.4%	-$1.09K	0.02%	256
2026 Q1	$309K	Hold	4,691	–	–	0.02%	228
2025 Q4	$314K	Hold	4,691	–	–	0.03%	226
2025 Q3	$344K	Buy	4,691 +20	+0.4%	+$1.43K	0.03%	218
2025 Q2	$306K	Sell	4,671 -227	-5%	-$14.9K	0.03%	223
2025 Q1	$320K	Buy	4,898 +209	+4%	+$14.1K	0.03%	194
2024 Q4	$320K	Buy	4,689 +18	+0.4%	+$1.36K	0.03%	200
2024 Q3	$420K	Hold	4,671	–	–	0.04%	171
2024 Q2	$382K	Hold	4,671	–	–	0.04%	175
2024 Q1	$418K	Hold	4,671	–	–	0.05%	168
2023 Q4	$385K	Hold	4,671	–	–	0.05%	168
2023 Q3	$309K	Hold	4,671	–	–	0.05%	182
2023 Q2	$340K	Hold	4,671	–	–	0.06%	156
2023 Q1	$323K	Hold	4,671	–	–	0.06%	159
2022 Q4	$267K	Hold	4,671	–	–	0.06%	155
2022 Q3	$227K	Buy	+4,671	New	+$268K	0.06%	167
2021 Q3	–	Sell	-3,042	Closed	-$219K	–	189
2021 Q2	$219K	Hold	3,042	–	–	0.07%	162
2021 Q1	$206K	Hold	3,042	–	–	0.05%	187
2020 Q4	$167K	Buy	+3,042	New	+$168K	0.08%	167
2020 Q3	–	Sell	-3,042	Closed	-$143K	–	237
2020 Q2	$143K	Buy	+3,042	New	+$133K	0.13%	137
2019 Q4	$145K	Buy	+3,042	New	+$147K	0.14%	138

Other funds holding AOS

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

RMR Wealth Builders's AOS Position: Q2 2026 in Review

RMR Wealth Builders reduced its A.O. Smith (AOS) stake by 0.38% in Q2 2026, selling an estimated $1.09K and leaving 4,673 shares worth $293K. The position accounts for 0.02% of the portfolio, ranked #256.

RMR Wealth Builders first reported a position in AOS in Q4 2019 and has held it in 21 quarters since. The position peaked at $420K in Q3 2024. 150 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

RMR Wealth Builders held 4,673 shares of A.O. Smith worth $293K as of Q2 2026.
RMR Wealth Builders sold 18 A.O. Smith shares in Q2 2026, an estimated $1.09K.
A.O. Smith made up 0.02% of RMR Wealth Builders's portfolio in Q2 2026, its #256 holding.
RMR Wealth Builders first reported a position in A.O. Smith in Q4 2019 and has held it in 21 quarters since.
RMR Wealth Builders's A.O. Smith position peaked at $420K in Q3 2024.
150 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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