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Vega Investment Solutions’s A.O. Smith AOS Stock Holding History

Vega Investment Solutions’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 		– Sell
-371
Closed -$24.5K – 148
2026
Q1 		$24.5K Hold
371
– – 0.01% 138
2025
Q4 		$24.8K Buy
+371
New +$25.1K ﹤0.01% 154
2025
Q2 		$24.3K Sell
371
-408
-52% -$26.7K 0.01% 161
2025
Q1 		$50.9K Buy
+779
New +$52.6K 0.01% 163

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vega Investment Solutions's AOS Position: Q2 2026 in Review

Vega Investment Solutions sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 371 shares — an estimated $24.5K sold.

Vega Investment Solutions first reported a position in AOS in Q1 2025 and held it in 4 quarters. The position peaked at $50.9K in Q1 2025. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Vega Investment Solutions reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Vega Investment Solutions sold 371 A.O. Smith shares in Q2 2026, an estimated $24.5K.
  • Vega Investment Solutions first reported a position in A.O. Smith in Q1 2025 and held it in 4 quarters.
  • Vega Investment Solutions's A.O. Smith position peaked at $50.9K in Q1 2025.
  • 614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Vega Investment Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.