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Trust Point Inc’s A.O. Smith AOS Stock Holding History

Trust Point Inc’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
Q1 		– Sell
-24,567
Closed -$1.64M – 523
2025
Q4 		$1.64M Hold
24,567
– – 0.13% 77
2025
Q3 		$1.8M Sell
24,567
-24,467
-50% -$1.75M 0.15% 70
2025
Q2 		$3.22M Hold
49,034
– – 0.3% 36
2025
Q1 		$3.2M Sell
49,034
-36
-0.1% -$2.43K 0.29% 40
2024
Q4 		$3.35M Sell
49,070
-1
-0% -$76 0.23% 43
2024
Q3 		$4.41M Hold
49,071
– – 0.33% 30
2024
Q2 		$4.01M Sell
49,071
-17
-0% -$1.44K 0.32% 31
2024
Q1 		$4.39M Hold
49,088
– – 0.35% 31
2023
Q4 		$4.05M Buy
+49,088
New +$3.62M 0.33% 32

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trust Point Inc's AOS Position: Q1 2026 in Review

Trust Point Inc sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 24,567 shares — an estimated $1.64M sold.

Trust Point Inc first reported a position in AOS in Q4 2023 and held it in 9 quarters. The position peaked at $4.41M in Q3 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Trust Point Inc reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Trust Point Inc sold 24,567 A.O. Smith shares in Q1 2026, an estimated $1.64M.
  • Trust Point Inc first reported a position in A.O. Smith in Q4 2023 and held it in 9 quarters.
  • Trust Point Inc's A.O. Smith position peaked at $4.41M in Q3 2024.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Trust Point Inc's 13F filing for Q1 2026, filed 15 Apr 2026.