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

Sound Financial Strategies 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 Q2	$250K	Buy	3,984 +374	+10%	+$22.7K	0.16%	103
2026 Q1	$238K	Sell	3,610 -2,392	-40%	-$172K	0.16%	102
2025 Q4	$401K	Buy	+6,002	New	+$406K	0.28%	97
2025 Q2	–	Sell	-8,053	Closed	-$526K	–	97
2025 Q1	$526K	Sell	8,053 -2,117	-21%	-$143K	0.47%	81
2024 Q4	$694K	Buy	10,170 +1,732	+21%	+$131K	0.58%	61
2024 Q3	$758K	Buy	8,438 +238	+3%	+$19.7K	0.61%	48
2024 Q2	$671K	Buy	8,200 +204	+3%	+$17.3K	0.58%	49
2024 Q1	$715K	Sell	7,996 -190	-2%	-$15.7K	0.59%	18
2023 Q4	$675K	Sell	8,186 -5,063	-38%	-$373K	0.57%	15
2023 Q3	$876K	Sell	13,249 -942	-7%	-$66.9K	0.72%	32
2023 Q2	$1.03M	Sell	14,191 -1,777	-11%	-$122K	0.75%	23
2023 Q1	$1.1M	Sell	15,968 -2,261	-12%	-$147K	0.74%	13
2022 Q4	$1.04M	Buy	+18,229	New	+$1.02M	0.76%	31
2022 Q1	–	Sell	-8,344	Closed	-$716K	–	70
2021 Q4	$716K	Sell	8,344 -262	-3%	-$20K	0.36%	40
2021 Q3	$526K	Buy	8,606 +20	+0.2%	+$1.4K	0.26%	71
2021 Q2	$619K	Sell	8,586 -230	-3%	-$15.9K	0.31%	52
2021 Q1	$596K	Buy	+8,816	New	+$536K	0.31%	50

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

Sound Financial Strategies Group's AOS Position: Q2 2026 in Review

Sound Financial Strategies Group increased its A.O. Smith (AOS) stake by 10% in Q2 2026, buying an estimated $22.7K and bringing the position to 3,984 shares worth $250K. The position accounts for 0.16% of the portfolio, ranked #103.

Sound Financial Strategies Group first reported a position in AOS in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.1M in Q1 2023. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Sound Financial Strategies Group held 3,984 shares of A.O. Smith worth $250K as of Q2 2026.
Sound Financial Strategies Group bought 374 A.O. Smith shares in Q2 2026, an estimated $22.7K.
A.O. Smith made up 0.16% of Sound Financial Strategies Group's portfolio in Q2 2026, its #103 holding.
Sound Financial Strategies Group first reported a position in A.O. Smith in Q1 2021 and has held it in 17 quarters since.
Sound Financial Strategies Group's A.O. Smith position peaked at $1.1M in Q1 2023.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.