RAFFA WEALTH MANAGEMENT, LLC’s A.O. Smith AOS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$1.07K	Buy	17 +2	+13%	+$121	﹤0.01%	1001
2026 Q1	$989	Hold	15	–	–	﹤0.01%	946
2025 Q4	$1K	Hold	15	–	–	﹤0.01%	921
2025 Q3	$1.1K	Sell	15 -162	-92%	-$11.6K	﹤0.01%	867
2025 Q2	$11.6K	Buy	177 +162	+1,080%	+$10.6K	﹤0.01%	348
2025 Q1	$980	Hold	15	–	–	﹤0.01%	836
2024 Q4	$1.02K	Hold	15	–	–	﹤0.01%	869
2024 Q3	$1.35K	Hold	15	–	–	﹤0.01%	753
2024 Q2	$1.23K	Hold	15	–	–	﹤0.01%	840
2024 Q1	$1.34K	Hold	15	–	–	﹤0.01%	812
2023 Q4	$1.24K	Hold	15	–	–	﹤0.01%	759
2023 Q3	$992	Hold	15	–	–	﹤0.01%	782
2023 Q2	$1.09K	Hold	15	–	–	﹤0.01%	773
2023 Q1	$1.04K	Hold	15	–	–	﹤0.01%	776
2022 Q4	$859	Hold	15	–	–	﹤0.01%	821
2022 Q3	$729	Hold	15	–	–	﹤0.01%	904
2022 Q2	$820	Hold	15	–	–	﹤0.01%	876
2022 Q1	$958	Hold	15	–	–	﹤0.01%	877
2021 Q4	$1.29K	Hold	15	–	–	﹤0.01%	790
2021 Q3	$916	Hold	15	–	–	﹤0.01%	853
2021 Q2	$1.08K	Hold	15	–	–	﹤0.01%	804
2021 Q1	$1.01K	Hold	15	–	–	﹤0.01%	824
2020 Q4	$822	Hold	15	–	–	﹤0.01%	782
2020 Q3	$792	Hold	15	–	–	﹤0.01%	731
2020 Q2	$707	Hold	15	–	–	﹤0.01%	743
2020 Q1	$567	Hold	15	–	–	﹤0.01%	728
2019 Q4	$715	Hold	15	–	–	﹤0.01%	694
2019 Q3	$716	Buy	+15	New	+$694	﹤0.01%	684
2019 Q2	–	Sell	-15	Closed	-$800	–	779
2019 Q1	$800	Hold	15	–	–	﹤0.01%	643
2018 Q4	$641	Hold	15	–	–	﹤0.01%	687
2018 Q3	$801	Hold	15	–	–	﹤0.01%	704
2018 Q2	$887	Hold	15	–	–	﹤0.01%	658
2018 Q1	$954	Buy	+15	New	+$968	﹤0.01%	586

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

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 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

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's AOS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its A.O. Smith (AOS) stake by 13% in Q2 2026, buying an estimated $121 and bringing the position to 17 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in AOS in Q1 2018 and has held it in 33 quarters since. The position peaked at $11.6K in Q2 2025. 173 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 17 shares of A.O. Smith worth $1.07K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC bought 2 A.O. Smith shares in Q2 2026, an estimated $121.
A.O. Smith made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1001 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in A.O. Smith in Q1 2018 and has held it in 33 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's A.O. Smith position peaked at $11.6K in Q2 2025.
173 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.