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SevenBridge Financial Group’s A.O. Smith AOS Stock Holding History

SevenBridge Financial 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
-2,940
Closed -$209K – 203
2025
Q4 		$209K Sell
2,940
-1,435
-33% -$97K 0.03% 198
2025
Q3 		$290K Sell
4,375
-957
-18% -$68.3K 0.05% 173
2025
Q2 		$380K Sell
5,332
-576
-10% -$37.7K 0.07% 163
2025
Q1 		$416K Sell
5,908
-876
-13% -$59.2K 0.08% 161
2024
Q4 		$448K Sell
6,784
-150
-2% -$11.4K 0.08% 152
2024
Q3 		$521K Sell
6,934
-88
-1% -$7.28K 0.1% 138
2024
Q2 		$573K Hold
7,022
– – 0.13% 125
2024
Q1 		$592K Hold
7,022
– – 0.13% 123
2023
Q4 		$579K Sell
7,022
-110
-2% -$8.11K 0.14% 122
2023
Q3 		$472K Sell
7,132
-125
-2% -$8.87K 0.12% 127
2023
Q2 		$528K Buy
7,257
+1
+0% +$68 0.14% 121
2023
Q1 		$502K Sell
7,256
-350
-5% -$22.7K 0.14% 121
2022
Q4 		$435K Buy
7,606
+1,881
+33% +$105K 0.13% 128
2022
Q3 		$278K Buy
5,725
+1,379
+32% +$79.2K 0.09% 144
2022
Q2 		$238K Buy
+4,346
New +$261K 0.1% 130
2019
Q3 		– Sell
-296
Closed -$14K – 164
2019
Q2 		$14K Hold
296
– – 0.01% 416
2019
Q1 		$16K Hold
296
– – 0.01% 361
2018
Q4 		$13K Hold
296
– – 0.01% 338
2018
Q3 		$16K Hold
296
– – 0.01% 361
2018
Q2 		$18K Hold
296
– – 0.01% 355
2018
Q1 		$19K Hold
296
– – 0.01% 357
2017
Q4 		$18K Hold
296
– – 0.01% 383
2017
Q3 		$18K Hold
296
– – 0.01% 383
2017
Q2 		$17K Hold
296
– – 0.01% 395
2017
Q1 		$15K Hold
296
– – 0.01% 397
2016
Q4 		$15K Sell
296
-296
-50% -$14.3K 0.01% 394
2016
Q3 		$15K Buy
592
+296
+100% +$13.8K 0.01% 390
2016
Q2 		$13K Buy
+296
New +$11.9K 0.01% 475

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

SevenBridge Financial Group's AOS Position: Q1 2026 in Review

SevenBridge Financial Group sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 2,940 shares — an estimated $209K sold.

SevenBridge Financial Group first reported a position in AOS in Q2 2016 and held it in 28 quarters. The position peaked at $592K in Q1 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • SevenBridge Financial Group reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • SevenBridge Financial Group sold 2,940 A.O. Smith shares in Q1 2026, an estimated $209K.
  • SevenBridge Financial Group first reported a position in A.O. Smith in Q2 2016 and held it in 28 quarters.
  • SevenBridge Financial Group's A.O. Smith position peaked at $592K in Q1 2024.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.