Truvestments Capital’s A.O. Smith AOS Stock Holding History

Truvestments Capital’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	$42K	Buy	636 +3	+0.5%	+$216	0.01%	523
2025 Q4	$42.4K	Buy	633 +3	+0.5%	+$203	0.01%	481
2025 Q3	$46.2K	Buy	630 +3	+0.5%	+$214	0.01%	454
2025 Q2	$41.1K	Buy	627 +3	+0.5%	+$196	0.01%	428
2025 Q1	$40.8K	Buy	624 +3	+0.5%	+$203	0.01%	430
2024 Q4	$42.3K	Buy	621 +3	+0.5%	+$227	0.01%	394
2024 Q3	$55.5K	Buy	+618	New	+$51.1K	0.01%	351
2024 Q2	–	Sell	-613	Closed	-$54.8K	–	248
2024 Q1	$54.8K	Buy	613 +2	+0.3%	+$165	0.02%	342
2023 Q4	$50.3K	Buy	611 +3	+0.5%	+$221	0.02%	321
2023 Q3	$40.2K	Sell	608 -199	-25%	-$14.1K	0.02%	306
2023 Q2	$58.7K	Buy	807 +3	+0.4%	+$205	0.03%	275
2023 Q1	$55.6K	Buy	804 +4	+0.5%	+$260	0.03%	282
2022 Q4	$45.8K	Buy	+800	New	+$44.7K	0.03%	305

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truvestments Capital's AOS Position: Q1 2026 in Review

Truvestments Capital increased its A.O. Smith (AOS) stake by 0.47% in Q1 2026, buying an estimated $216 and bringing the position to 636 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #523.

Truvestments Capital first reported a position in AOS in Q4 2022 and has held it in 13 quarters since. The position peaked at $58.7K in Q2 2023. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Truvestments Capital held 636 shares of A.O. Smith worth $42K as of Q1 2026.
Truvestments Capital bought 3 A.O. Smith shares in Q1 2026, an estimated $216.
A.O. Smith made up 0.01% of Truvestments Capital's portfolio in Q1 2026, its #523 holding.
Truvestments Capital first reported a position in A.O. Smith in Q4 2022 and has held it in 13 quarters since.
Truvestments Capital's A.O. Smith position peaked at $58.7K in Q2 2023.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Truvestments Capital's 13F filing for Q1 2026, filed 13 May 2026.