Vise Technologies’s A.O. Smith AOS Stock Holding History

Vise Technologies’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	$234K	Hold	3,494	–	–	﹤0.01%	1299
2025 Q4	$234K	Buy	+3,494	New	+$236K	﹤0.01%	1309
2022 Q3	–	Sell	-4,415	Closed	-$241K	–	300
2022 Q2	$241K	Sell	4,415 -13,331	-75%	-$800K	0.09%	246
2022 Q1	$1.13M	Sell	17,746 -23,822	-57%	-$1.73M	0.43%	66
2021 Q4	$3.57M	Buy	+41,568	New	+$3.17M	0.97%	30

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

Vise Technologies's AOS Position: Q1 2026 in Review

Vise Technologies held its A.O. Smith (AOS) position steady in Q1 2026 at 3,494 shares worth $234K. The position accounts for ﹤0.01% of the portfolio, ranked #1299.

Vise Technologies first reported a position in AOS in Q4 2021 and has held it in 5 quarters since. The position peaked at $3.57M in Q4 2021. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Vise Technologies held 3,494 shares of A.O. Smith worth $234K as of Q1 2026.
Vise Technologies left its A.O. Smith share count unchanged in Q1 2026.
A.O. Smith made up ﹤0.01% of Vise Technologies's portfolio in Q1 2026, its #1299 holding.
Vise Technologies first reported a position in A.O. Smith in Q4 2021 and has held it in 5 quarters since.
Vise Technologies's A.O. Smith position peaked at $3.57M in Q4 2021.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.