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

Valued Wealth Advisors’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	$257	Sell	4 -1	-20%	-$61	﹤0.01%	875
2026 Q1	$337	Buy	5 +1	+25%	+$72	﹤0.01%	689
2025 Q4	$274	Hold	4	–	–	﹤0.01%	580
2025 Q3	$299	Hold	4	–	–	﹤0.01%	556
2025 Q2	$266	Hold	4	–	–	﹤0.01%	561
2025 Q1	$264	Hold	4	–	–	﹤0.01%	592
2024 Q4	$274	Hold	4	–	–	﹤0.01%	593
2024 Q3	$360	Hold	4	–	–	﹤0.01%	556
2024 Q2	$328	Buy	4 +2	+100%	+$169	﹤0.01%	533
2024 Q1	$179	Buy	+2	New	+$165	﹤0.01%	555

Other funds holding AOS

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Valued Wealth Advisors's AOS Position: Q2 2026 in Review

Valued Wealth Advisors reduced its A.O. Smith (AOS) stake by 20% in Q2 2026, selling an estimated $61 and leaving 4 shares worth $257. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Valued Wealth Advisors first reported a position in AOS in Q1 2024 and has held it in 10 quarters since. The position peaked at $360 in Q3 2024. 135 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Valued Wealth Advisors held 4 shares of A.O. Smith worth $257 as of Q2 2026.
Valued Wealth Advisors sold 1 A.O. Smith share in Q2 2026, an estimated $61.
A.O. Smith made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #875 holding.
Valued Wealth Advisors first reported a position in A.O. Smith in Q1 2024 and has held it in 10 quarters since.
Valued Wealth Advisors's A.O. Smith position peaked at $360 in Q3 2024.
135 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.