Wealth Enhancement Advisory Services
AOS icon

Wealth Enhancement Advisory Services’s A.O. Smith AOS Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.42M Buy
23,572
+820
+4% +$49.7K ﹤0.01% 1822
2026
Q1 		$1.46M Sell
22,752
-4,786
-17% -$345K ﹤0.01% 1560
2025
Q4 		$1.89M Buy
27,538
+12,575
+84% +$850K ﹤0.01% 1548
2025
Q3 		$1.07M Buy
14,963
+5,717
+62% +$408K ﹤0.01% 1816
2025
Q2 		$628K Buy
9,246
+2,157
+30% +$141K ﹤0.01% 2049
2025
Q1 		$463K Buy
7,089
+2,084
+42% +$141K ﹤0.01% 2121
2024
Q4 		$341K Sell
5,005
-113
-2% -$8.56K ﹤0.01% 2270
2024
Q3 		$460K Sell
5,118
-24,312
-83% -$2.01M ﹤0.01% 1878
2024
Q2 		$2.41M Sell
29,430
-2,359
-7% -$200K 0.01% 917
2024
Q1 		$2.84M Buy
31,789
+4,636
+17% +$382K 0.01% 823
2023
Q4 		$2.24M Buy
27,153
+23,839
+719% +$1.76M 0.01% 862
2023
Q3 		$219K Buy
+3,314
New +$235K ﹤0.01% 1951

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Wealth Enhancement Advisory Services's AOS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its A.O. Smith (AOS) stake by 3.6% in Q2 2026, buying an estimated $49.7K and bringing the position to 23,572 shares worth $1.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Wealth Enhancement Advisory Services first reported a position in AOS in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.84M in Q1 2024. 105 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 23,572 shares of A.O. Smith worth $1.42M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 820 A.O. Smith shares in Q2 2026, an estimated $49.7K.
  • A.O. Smith made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1822 holding.
  • Wealth Enhancement Advisory Services first reported a position in A.O. Smith in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's A.O. Smith position peaked at $2.84M in Q1 2024.
  • 105 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.