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Sage Mountain Advisors’s A.O. Smith AOS Stock Holding History

Sage Mountain Advisors’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
Q1 		– Sell
-4,136
Closed -$277K – 304
2025
Q4 		$277K Sell
4,136
-2,506
-38% -$169K 0.01% 403
2025
Q3 		$488K Buy
+6,642
New +$474K 0.03% 281

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sage Mountain Advisors's AOS Position: Q1 2026 in Review

Sage Mountain Advisors sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 4,136 shares — an estimated $277K sold.

Sage Mountain Advisors first reported a position in AOS in Q3 2025 and held it in 2 quarters. The position peaked at $488K in Q3 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Sage Mountain Advisors reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 4,136 A.O. Smith shares in Q1 2026, an estimated $277K.
  • Sage Mountain Advisors first reported a position in A.O. Smith in Q3 2025 and held it in 2 quarters.
  • Sage Mountain Advisors's A.O. Smith position peaked at $488K in Q3 2025.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.