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Root Financial Partners’s A.O. Smith AOS Stock Holding History

Root Financial Partners’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 		– Sell
-397
Closed -$26.2K – 563
2026
Q1 		$26.2K Sell
397
-84
-17% -$6.05K ﹤0.01% 1173
2025
Q4 		$32.2K Buy
481
+26
+6% +$1.76K ﹤0.01% 908
2025
Q3 		$33.4K Buy
+455
New +$32.5K ﹤0.01% 837

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

Root Financial Partners's AOS Position: Q2 2026 in Review

Root Financial Partners sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 397 shares — an estimated $26.2K sold.

Root Financial Partners first reported a position in AOS in Q3 2025 and held it in 3 quarters. The position peaked at $33.4K in Q3 2025. 191 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Root Financial Partners reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 397 A.O. Smith shares in Q2 2026, an estimated $26.2K.
  • Root Financial Partners first reported a position in A.O. Smith in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's A.O. Smith position peaked at $33.4K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.