SageView Advisory Group’s A.O. Smith AOS Stock Holding History

SageView Advisory Group’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	-115	Closed	-$7.69K	–	670
2025 Q4	$7.69K	Buy	+115	New	+$7.77K	﹤0.01%	1814

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's AOS Position: Q1 2026 in Review

SageView Advisory Group sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 115 shares — an estimated $7.69K sold.

SageView Advisory Group first reported a position in AOS in Q4 2025 and held it in 1 quarter. The position peaked at $7.69K in Q4 2025. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

SageView Advisory Group reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 115 A.O. Smith shares in Q1 2026, an estimated $7.69K.
SageView Advisory Group first reported a position in A.O. Smith in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's A.O. Smith position peaked at $7.69K in Q4 2025.
636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.