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Seneschal Advisors’s A.O. Smith AOS Stock Holding History

Seneschal 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
Q2 		$126 Hold
2
– – ﹤0.01% 570
2026
Q1 		$132 Hold
2
– – ﹤0.01% 561
2025
Q4 		$134 Hold
2
– – ﹤0.01% 559
2025
Q3 		$147 Buy
+2
New +$143 ﹤0.01% 553

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

Seneschal Advisors's AOS Position: Q2 2026 in Review

Seneschal Advisors held its A.O. Smith (AOS) position steady in Q2 2026 at 2 shares worth $126. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Seneschal Advisors first reported a position in AOS in Q3 2025 and has held it in 4 quarters since. The position peaked at $147 in Q3 2025. 613 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Seneschal Advisors held 2 shares of A.O. Smith worth $126 as of Q2 2026.
  • Seneschal Advisors left its A.O. Smith share count unchanged in Q2 2026.
  • A.O. Smith made up ﹤0.01% of Seneschal Advisors's portfolio in Q2 2026, its #570 holding.
  • Seneschal Advisors first reported a position in A.O. Smith in Q3 2025 and has held it in 4 quarters since.
  • Seneschal Advisors's A.O. Smith position peaked at $147 in Q3 2025.
  • 613 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.