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SHP Wealth Management’s A.O. Smith AOS Stock Holding History

SHP Wealth Management’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 		$1.09K Buy
17
+2
+13% +$121 ﹤0.01% 1571
2026
Q1 		$989 Buy
15
+7
+88% +$504 ﹤0.01% 1457
2025
Q4 		$535 Buy
+8
New +$541 ﹤0.01% 1358

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 $3.38T AUM 44.17% 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

SHP Wealth Management's AOS Position: Q2 2026 in Review

SHP Wealth Management increased its A.O. Smith (AOS) stake by 13% in Q2 2026, buying an estimated $121 and bringing the position to 17 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

SHP Wealth Management first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • SHP Wealth Management held 17 shares of A.O. Smith worth $1.09K as of Q2 2026.
  • SHP Wealth Management bought 2 A.O. Smith shares in Q2 2026, an estimated $121.
  • A.O. Smith made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1571 holding.
  • SHP Wealth Management first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.