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 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

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

True Wealth Design's AOS Position: Q2 2026 in Review

True Wealth Design increased its A.O. Smith (AOS) stake by 34% in Q2 2026, buying an estimated $11.4K and bringing the position to 734 shares worth $46K. The position accounts for 0.01% of the portfolio, ranked #520.

True Wealth Design first reported a position in AOS in Q4 2022 and has held it in 15 quarters since. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

True Wealth Design held 734 shares of A.O. Smith worth $46K as of Q2 2026.
True Wealth Design bought 188 A.O. Smith shares in Q2 2026, an estimated $11.4K.
A.O. Smith made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #520 holding.
True Wealth Design first reported a position in A.O. Smith in Q4 2022 and has held it in 15 quarters since.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.