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
Q3 		$9.6M Buy
173,979
+150,407
+638% +$9.07M 0.01% 744
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

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's AOS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its A.O. Smith (AOS) stake by 638% in Q3 2026, buying an estimated $9.07M and bringing the position to 173,979 shares worth $9.6M. The position accounts for 0.01% of the portfolio, ranked #744.

Wealth Enhancement Advisory Services first reported a position in AOS in Q3 2023 and has held it in 13 quarters since. 146 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 173,979 shares of A.O. Smith worth $9.6M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 150,407 A.O. Smith shares in Q3 2026, an estimated $9.07M.
  • A.O. Smith made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #744 holding.
  • Wealth Enhancement Advisory Services first reported a position in A.O. Smith in Q3 2023 and has held it in 13 quarters since.
  • 146 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.