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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
Q2 		– Sell
-3,494
Closed -$234K – 1812
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
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

Vise Technologies's AOS Position: Q2 2026 in Review

Vise Technologies sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 3,494 shares — an estimated $234K sold.

Vise Technologies first reported a position in AOS in Q4 2021 and held it in 5 quarters. The position peaked at $3.57M in Q4 2021. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Vise Technologies reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Vise Technologies sold 3,494 A.O. Smith shares in Q2 2026, an estimated $234K.
  • Vise Technologies first reported a position in A.O. Smith in Q4 2021 and held it in 5 quarters.
  • Vise Technologies's A.O. Smith position peaked at $3.57M in Q4 2021.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.