Twin Peaks Wealth Advisors’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.23K Buy
+49
New +$3.53K ﹤0.01% 1547
2025
Q3
Sell
-55
Closed -$3.92K 272
2025
Q2
$3.92K Buy
+55
New +$3.6K ﹤0.01% 1412

Other funds holding AOS

Twin Peaks Wealth Advisors's AOS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in A.O. Smith (AOS) in Q1 2026: 49 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #1547 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in AOS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in AOS in Q2 2025 and has held it in 2 quarters since. The position peaked at $3.92K in Q2 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 49 shares of A.O. Smith worth $3.23K as of Q1 2026.
  • A.O. Smith was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • A.O. Smith made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1547 holding.
  • Twin Peaks Wealth Advisors first reported a position in A.O. Smith in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's A.O. Smith position peaked at $3.92K in Q2 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.