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Savvy Advisors Inc’s A.O. Smith AOS Stock Holding History

Savvy Advisors Inc’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 		$224K Sell
3,576
-2,515
-41% -$152K ﹤0.01% 1131
2026
Q1 		$402K Sell
6,091
-114
-2% -$8.22K 0.01% 744
2025
Q4 		$415K Buy
6,205
+1,507
+32% +$102K 0.01% 632
2025
Q3 		$345K Buy
4,698
+609
+15% +$43.5K 0.02% 570
2025
Q2 		$268K Buy
4,089
+35
+0.9% +$2.29K 0.02% 518
2025
Q1 		$265K Buy
4,054
+29
+0.7% +$1.96K 0.03% 417
2024
Q4 		$275K Sell
4,025
-59
-1% -$4.47K 0.03% 359
2024
Q3 		$367K Sell
4,084
-16
-0.4% -$1.32K 0.07% 225
2024
Q2 		$335K Buy
4,100
+200
+5% +$16.9K 0.11% 198
2024
Q1 		$349K Sell
3,900
-200
-5% -$16.5K 0.2% 142
2023
Q4 		$338K Buy
+4,100
New +$302K 0.33% 95

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 $3.37T AUM 44.26% 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

Savvy Advisors Inc's AOS Position: Q2 2026 in Review

Savvy Advisors Inc reduced its A.O. Smith (AOS) stake by 41% in Q2 2026, selling an estimated $152K and leaving 3,576 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Savvy Advisors Inc first reported a position in AOS in Q4 2023 and has held it in 11 quarters since. The position peaked at $415K in Q4 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Savvy Advisors Inc held 3,576 shares of A.O. Smith worth $224K as of Q2 2026.
  • Savvy Advisors Inc sold 2,515 A.O. Smith shares in Q2 2026, an estimated $152K.
  • A.O. Smith made up ﹤0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #1131 holding.
  • Savvy Advisors Inc first reported a position in A.O. Smith in Q4 2023 and has held it in 11 quarters since.
  • Savvy Advisors Inc's A.O. Smith position peaked at $415K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.