True Wealth Design’s A.O. Smith AOS Stock Holding History

True Wealth Design’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 Q3	$19.5K	Sell	346 -388	-53%	-$23.4K	﹤0.01%	834
2026 Q2	$46K	Buy	734 +188	+34%	+$11.4K	0.01%	520
2026 Q1	$36K	Sell	546 -122	-18%	-$8.79K	0.01%	496
2025 Q4	$44.7K	Buy	668 +55	+9%	+$3.72K	0.01%	365
2025 Q3	$45K	Buy	613 +168	+38%	+$12K	0.01%	348
2025 Q2	$29.2K	Buy	445 +444	+44,400%	+$29K	0.01%	304
2025 Q1	$66	Sell	1 -6	-86%	-$405	﹤0.01%	2314
2024 Q4	$478	Sell	7 -3	-30%	-$227	﹤0.01%	1103
2024 Q3	$899	Buy	10 +2	+25%	+$166	﹤0.01%	996
2024 Q2	$655	Hold	8	–	–	﹤0.01%	610
2024 Q1	$716	Buy	8 +3	+60%	+$247	﹤0.01%	542
2023 Q4	$413	Hold	5	–	–	﹤0.01%	520
2023 Q3	$331	Hold	5	–	–	﹤0.01%	533
2023 Q2	$364	Hold	5	–	–	﹤0.01%	526
2023 Q1	$346	Hold	5	–	–	﹤0.01%	611
2022 Q4	$286	Buy	+5	New	+$280	﹤0.01%	594

Other funds holding AOS

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

True Wealth Design's AOS Position: Q3 2026 in Review

True Wealth Design reduced its A.O. Smith (AOS) stake by 53% in Q3 2026, selling an estimated $23.4K and leaving 346 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #834.

True Wealth Design first reported a position in AOS in Q4 2022 and has held it in 16 quarters since. The position peaked at $46K in Q2 2026. 86 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

True Wealth Design held 346 shares of A.O. Smith worth $19.5K as of Q3 2026.
True Wealth Design sold 388 A.O. Smith shares in Q3 2026, an estimated $23.4K.
A.O. Smith made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #834 holding.
True Wealth Design first reported a position in A.O. Smith in Q4 2022 and has held it in 16 quarters since.
True Wealth Design's A.O. Smith position peaked at $46K in Q2 2026.
86 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.