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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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. 613 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.
613 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.