True Link Financial Advisors’s A.O. Smith AOS Stock Holding History

True Link Financial 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 Q2	–	Sell	-135	Closed	-$8.9K	–	116
2026 Q1	$8.9K	Buy	+135	New	+$9.73K	﹤0.01%	331

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

True Link Financial Advisors's AOS Position: Q2 2026 in Review

True Link Financial Advisors sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 135 shares — an estimated $8.9K sold.

True Link Financial Advisors first reported a position in AOS in Q1 2026 and held it in 1 quarter. The position peaked at $8.9K in Q1 2026. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

True Link Financial Advisors reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
True Link Financial Advisors sold 135 A.O. Smith shares in Q2 2026, an estimated $8.9K.
True Link Financial Advisors first reported a position in A.O. Smith in Q1 2026 and held it in 1 quarter.
True Link Financial Advisors's A.O. Smith position peaked at $8.9K in Q1 2026.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.