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Vermillion & White Wealth Management Group’s A.O. Smith AOS Stock Holding History

Vermillion & White Wealth Management Group’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
-320
Closed -$21.4K – 98
2025
Q4 		$21.4K Hold
320
– – 0.01% 250
2025
Q3 		$23.5K Sell
320
-276
-46% -$19.7K 0.01% 238
2025
Q2 		$39.1K Buy
596
+201
+51% +$13.2K 0.03% 160
2025
Q1 		$25.8K Buy
+395
New +$26.7K 0.02% 176

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vermillion & White Wealth Management Group's AOS Position: Q1 2026 in Review

Vermillion & White Wealth Management Group sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 320 shares — an estimated $21.4K sold.

Vermillion & White Wealth Management Group first reported a position in AOS in Q1 2025 and held it in 4 quarters. The position peaked at $39.1K in Q2 2025. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Vermillion & White Wealth Management Group reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 320 A.O. Smith shares in Q1 2026, an estimated $21.4K.
  • Vermillion & White Wealth Management Group first reported a position in A.O. Smith in Q1 2025 and held it in 4 quarters.
  • Vermillion & White Wealth Management Group's A.O. Smith position peaked at $39.1K in Q2 2025.
  • 636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.