Sequoia Financial Advisors’s A.O. Smith AOS Stock Holding History

Sequoia Financial 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	$752K	Buy	11,982 +2,613	+28%	+$158K	﹤0.01%	1082
2026 Q1	$618K	Sell	9,369 -1,882	-17%	-$136K	﹤0.01%	1146
2025 Q4	$752K	Buy	11,251 +4,900	+77%	+$331K	﹤0.01%	1043
2025 Q3	$466K	Buy	6,351 +463	+8%	+$33K	﹤0.01%	1178
2025 Q2	$386K	Buy	+5,888	New	+$385K	﹤0.01%	1132
2024 Q1	–	Sell	-3,072	Closed	-$253K	–	1170
2023 Q4	$253K	Buy	+3,072	New	+$227K	﹤0.01%	1001

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

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

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

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

Sequoia Financial Advisors's AOS Position: Q2 2026 in Review

Sequoia Financial Advisors increased its A.O. Smith (AOS) stake by 28% in Q2 2026, buying an estimated $158K and bringing the position to 11,982 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #1082.

Sequoia Financial Advisors first reported a position in AOS in Q4 2023 and has held it in 6 quarters since. The position peaked at $752K in Q4 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Sequoia Financial Advisors held 11,982 shares of A.O. Smith worth $752K as of Q2 2026.
Sequoia Financial Advisors bought 2,613 A.O. Smith shares in Q2 2026, an estimated $158K.
A.O. Smith made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1082 holding.
Sequoia Financial Advisors first reported a position in A.O. Smith in Q4 2023 and has held it in 6 quarters since.
Sequoia Financial Advisors's A.O. Smith position peaked at $752K in Q4 2025.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.