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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's AOS Position: Q1 2026 in Review

SHP Wealth Management increased its A.O. Smith (AOS) stake by 88% in Q1 2026, buying an estimated $504 and bringing the position to 15 shares worth $989. The position accounts for ﹤0.01% of the portfolio, ranked #1457.

SHP Wealth Management first reported a position in AOS in Q4 2025 and has held it in 2 quarters since. 632 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

SHP Wealth Management held 15 shares of A.O. Smith worth $989 as of Q1 2026.
SHP Wealth Management bought 7 A.O. Smith shares in Q1 2026, an estimated $504.
A.O. Smith made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1457 holding.
SHP Wealth Management first reported a position in A.O. Smith in Q4 2025 and has held it in 2 quarters since.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.