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TD Private Client Wealth’s A.O. Smith AOS Stock Holding History

TD Private Client Wealth’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 		$10.8K Sell
172
-199
-54% -$12.1K ﹤0.01% 1119
2026
Q1 		$24.5K Sell
371
-57
-13% -$4.11K ﹤0.01% 974
2025
Q4 		$28.6K Sell
428
-16
-4% -$1.08K ﹤0.01% 969
2025
Q3 		$32.6K Sell
444
-2
-0.4% -$143 ﹤0.01% 916
2025
Q2 		$29.2K Buy
446
+263
+144% +$17.2K ﹤0.01% 930
2025
Q1 		$12K Sell
183
-16
-8% -$1.08K ﹤0.01% 998
2024
Q4 		$13.6K Buy
199
+2
+1% +$151 ﹤0.01% 1020
2024
Q3 		$17.7K Sell
197
-11
-5% -$910 ﹤0.01% 983
2024
Q2 		$17K Buy
208
+8
+4% +$677 ﹤0.01% 975
2024
Q1 		$17.9K Sell
200
-3
-1% -$247 ﹤0.01% 961
2023
Q4 		$16.7K Sell
203
-13
-6% -$959 ﹤0.01% 978
2023
Q3 		$14.3K Sell
216
-8
-4% -$568 ﹤0.01% 982
2023
Q2 		$16.3K Sell
224
-5
-2% -$342 ﹤0.01% 977
2023
Q1 		$15.8K Hold
229
– – ﹤0.01% 973
2022
Q4 		$13.1K Buy
229
+7
+3% +$391 ﹤0.01% 973
2022
Q3 		$10.8K Buy
222
+3
+1% +$172 ﹤0.01% 985
2022
Q2 		$12K Sell
219
-31
-12% -$1.86K ﹤0.01% 984
2022
Q1 		$16K Sell
250
-180
-42% -$13.1K ﹤0.01% 976
2021
Q4 		$36.9K Sell
430
-1
-0.2% -$76 ﹤0.01% 783
2021
Q3 		$26.3K Sell
431
-1,412
-77% -$98.6K ﹤0.01% 820
2021
Q2 		$133K Sell
1,843
-30
-2% -$2.07K 0.01% 578
2021
Q1 		$127K Sell
1,873
-191
-9% -$11.6K 0.01% 565
2020
Q4 		$113K Buy
2,064
+10
+0.5% +$551 0.01% 542
2020
Q3 		$108K Buy
2,054
+1,610
+363% +$80.4K 0.01% 522
2020
Q2 		$20.9K Buy
444
+216
+95% +$9.43K ﹤0.01% 722
2020
Q1 		$8.62K Sell
228
-25
-10% -$1.06K ﹤0.01% 770
2019
Q4 		$12.1K Buy
+253
New +$12.3K ﹤0.01% 743

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TD Private Client Wealth's AOS Position: Q2 2026 in Review

TD Private Client Wealth reduced its A.O. Smith (AOS) stake by 54% in Q2 2026, selling an estimated $12.1K and leaving 172 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

TD Private Client Wealth first reported a position in AOS in Q4 2019 and has held it in 27 quarters since. The position peaked at $133K in Q2 2021. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • TD Private Client Wealth held 172 shares of A.O. Smith worth $10.8K as of Q2 2026.
  • TD Private Client Wealth sold 199 A.O. Smith shares in Q2 2026, an estimated $12.1K.
  • A.O. Smith made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1119 holding.
  • TD Private Client Wealth first reported a position in A.O. Smith in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's A.O. Smith position peaked at $133K in Q2 2021.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.