SOA Wealth Advisors’s A.O. Smith AOS Stock Holding History

SOA Wealth 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 Q1	$143	Hold	2	–	–	﹤0.01%	826
2025 Q4	$144	Hold	2	–	–	﹤0.01%	825
2025 Q3	$157	Sell	2 -290	-99%	-$20.7K	﹤0.01%	844
2025 Q2	$19.2K	Buy	292 +154	+112%	+$10.1K	﹤0.01%	508
2025 Q1	$9.03K	Hold	138	–	–	﹤0.01%	572
2024 Q4	$9.42K	Hold	138	–	–	﹤0.01%	548
2024 Q3	$12.4K	Hold	138	–	–	﹤0.01%	516
2024 Q2	$11.3K	Hold	138	–	–	﹤0.01%	517
2024 Q1	$12.4K	Hold	138	–	–	﹤0.01%	509
2023 Q4	$11.4K	Hold	138	–	–	﹤0.01%	511
2023 Q3	$9.13K	Hold	138	–	–	﹤0.01%	538
2023 Q2	$10K	Hold	138	–	–	﹤0.01%	530
2023 Q1	$9.55K	Hold	138	–	–	﹤0.01%	528
2022 Q4	$7.9K	Sell	138 -4	-3%	-$224	﹤0.01%	557
2022 Q3	$6K	Hold	142	–	–	﹤0.01%	572
2022 Q2	$7K	Sell	142 -53	-27%	-$3.18K	﹤0.01%	540
2022 Q1	$12K	Hold	195	–	–	﹤0.01%	544
2021 Q4	$16K	Hold	195	–	–	﹤0.01%	478
2021 Q3	$11K	Buy	195 +136	+231%	+$9.5K	﹤0.01%	562
2021 Q2	$4K	Buy	59 +6	+11%	+$414	﹤0.01%	683
2021 Q1	$3K	Buy	+53	New	+$3.22K	﹤0.01%	669

Other funds holding AOS

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

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 Boston, Massachusetts $2.9T AUM 29.55% 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

SOA Wealth Advisors's AOS Position: Q1 2026 in Review

SOA Wealth Advisors held its A.O. Smith (AOS) position steady in Q1 2026 at 2 shares worth $143. The position accounts for ﹤0.01% of the portfolio, ranked #826.

SOA Wealth Advisors first reported a position in AOS in Q1 2021 and has held it in 21 quarters since. The position peaked at $19.2K in Q2 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

SOA Wealth Advisors held 2 shares of A.O. Smith worth $143 as of Q1 2026.
SOA Wealth Advisors left its A.O. Smith share count unchanged in Q1 2026.
A.O. Smith made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #826 holding.
SOA Wealth Advisors first reported a position in A.O. Smith in Q1 2021 and has held it in 21 quarters since.
SOA Wealth Advisors's A.O. Smith position peaked at $19.2K in Q2 2025.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.