Synergy Investment Management’s A.O. Smith AOS Stock Holding History

Synergy Investment 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	–	Sell	-13	Closed	-$858	–	1090
2026 Q1	$858	Buy	+13	New	+$937	﹤0.01%	782

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

Synergy Investment Management's AOS Position: Q2 2026 in Review

Synergy Investment Management sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 13 shares — an estimated $858 sold.

Synergy Investment Management first reported a position in AOS in Q1 2026 and held it in 1 quarter. The position peaked at $858 in Q1 2026. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Synergy Investment Management reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
Synergy Investment Management sold 13 A.O. Smith shares in Q2 2026, an estimated $858.
Synergy Investment Management first reported a position in A.O. Smith in Q1 2026 and held it in 1 quarter.
Synergy Investment Management's A.O. Smith position peaked at $858 in Q1 2026.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.