Waverly Advisors’s A.O. Smith AOS Stock Holding History

Waverly Advisors’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	-6,281	Closed	-$420K	–	1623
2025 Q4	$420K	Buy	6,281 +899	+17%	+$60.7K	﹤0.01%	1072
2025 Q3	$395K	Buy	+5,382	New	+$384K	﹤0.01%	938

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

Waverly Advisors's AOS Position: Q1 2026 in Review

Waverly Advisors sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 6,281 shares — an estimated $420K sold.

Waverly Advisors first reported a position in AOS in Q3 2025 and held it in 2 quarters. The position peaked at $420K in Q4 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Waverly Advisors reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
Waverly Advisors sold 6,281 A.O. Smith shares in Q1 2026, an estimated $420K.
Waverly Advisors first reported a position in A.O. Smith in Q3 2025 and held it in 2 quarters.
Waverly Advisors's A.O. Smith position peaked at $420K in Q4 2025.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.