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

Spire 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	$615	Sell	10 -12	-55%	-$727	﹤0.01%	2199
2026 Q1	$1.45K	Sell	22 -12	-35%	-$865	﹤0.01%	2088
2025 Q4	$2.27K	Buy	34 +11	+48%	+$743	﹤0.01%	2071
2025 Q3	$1.69K	Sell	23 -35	-60%	-$2.5K	﹤0.01%	2193
2025 Q2	$3.8K	Buy	58 +24	+71%	+$1.57K	﹤0.01%	2029
2025 Q1	$2.22K	Buy	+34	New	+$2.3K	﹤0.01%	2261
2024 Q4	–	Sell	-6	Closed	-$539	–	2444
2024 Q3	$539	Buy	+6	New	+$497	﹤0.01%	2144
2024 Q2	–	Sell	-1,577	Closed	-$141K	–	2209
2024 Q1	$141K	Sell	1,577 -58	-4%	-$4.78K	﹤0.01%	888
2023 Q4	$133K	Sell	1,635 -433	-21%	-$31.9K	﹤0.01%	907
2023 Q3	$137K	Buy	2,068 +1	+0%	+$71	0.01%	832
2023 Q2	$150K	Buy	2,067 +2	+0.1%	+$137	0.01%	819
2023 Q1	$143K	Buy	2,065 +1,653	+401%	+$107K	0.01%	843
2022 Q4	$24K	Sell	412 -1,591	-79%	-$88.9K	﹤0.01%	1290
2022 Q3	$97K	Sell	2,003 -997	-33%	-$57.3K	0.01%	716
2022 Q2	$164K	Sell	3,000 -1,000	-25%	-$60K	0.01%	835
2022 Q1	$256K	Sell	4,000 -561	-12%	-$40.8K	0.01%	783
2021 Q4	$392K	Buy	4,561 +561	+14%	+$42.8K	0.01%	789
2021 Q3	$244K	Sell	4,000 -57	-1%	-$3.98K	0.01%	844
2021 Q2	$292K	Sell	4,057 -806	-17%	-$55.6K	0.01%	783
2021 Q1	$330K	Buy	+4,863	New	+$296K	0.01%	811

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 $3.37T AUM 44.26% 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

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

Spire Wealth Management reduced its A.O. Smith (AOS) stake by 55% in Q2 2026, selling an estimated $727 and leaving 10 shares worth $615. The position accounts for ﹤0.01% of the portfolio, ranked #2199.

Spire Wealth Management first reported a position in AOS in Q1 2021 and has held it in 20 quarters since. The position peaked at $392K in Q4 2021. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Spire Wealth Management held 10 shares of A.O. Smith worth $615 as of Q2 2026.
Spire Wealth Management sold 12 A.O. Smith shares in Q2 2026, an estimated $727.
A.O. Smith made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2199 holding.
Spire Wealth Management first reported a position in A.O. Smith in Q1 2021 and has held it in 20 quarters since.
Spire Wealth Management's A.O. Smith position peaked at $392K in Q4 2021.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.