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Rothschild Investment LLC’s A.O. Smith AOS Stock Holding History

Rothschild Investment LLC’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 		$13.8K Sell
220
-70
-24% -$4.24K ﹤0.01% 1713
2026
Q1 		$19.1K Sell
290
-204
-41% -$14.7K ﹤0.01% 1435
2025
Q4 		$33K Buy
494
+107
+28% +$7.23K ﹤0.01% 1152
2025
Q3 		$28.4K Buy
387
+375
+3,125% +$26.8K ﹤0.01% 1150
2025
Q2 		$787 Sell
12
-88
-88% -$5.76K ﹤0.01% 2582
2025
Q1 		$6.54K Buy
100
+40
+67% +$2.7K ﹤0.01% 1315
2024
Q4 		$4.09K Sell
60
-25
-29% -$1.89K ﹤0.01% 1424
2024
Q3 		$7.64K Sell
85
-10
-11% -$828 ﹤0.01% 1183
2024
Q2 		$7.77K Buy
95
+5
+6% +$423 ﹤0.01% 1143
2024
Q1 		$8.05K Hold
90
– – ﹤0.01% 1082
2023
Q4 		$7.42K Buy
+90
New +$6.64K ﹤0.01% 1030

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's AOS Position: Q2 2026 in Review

Rothschild Investment LLC reduced its A.O. Smith (AOS) stake by 24% in Q2 2026, selling an estimated $4.24K and leaving 220 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Rothschild Investment LLC first reported a position in AOS in Q4 2023 and has held it in 11 quarters since. The position peaked at $33K in Q4 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Rothschild Investment LLC held 220 shares of A.O. Smith worth $13.8K as of Q2 2026.
  • Rothschild Investment LLC sold 70 A.O. Smith shares in Q2 2026, an estimated $4.24K.
  • A.O. Smith made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1713 holding.
  • Rothschild Investment LLC first reported a position in A.O. Smith in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's A.O. Smith position peaked at $33K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.