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

Wealth Enhancement Trust 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 		$15.8K Sell
252
-175
-41% -$10.6K ﹤0.01% 653
2026
Q1 		$28.2K Hold
427
– – ﹤0.01% 516
2025
Q4 		$28.6K Buy
+427
New +$28.9K ﹤0.01% 492

Other funds holding AOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its A.O. Smith (AOS) stake by 41% in Q2 2026, selling an estimated $10.6K and leaving 252 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #653.

Wealth Enhancement Trust Services first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $28.6K in Q4 2025. 487 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Wealth Enhancement Trust Services held 252 shares of A.O. Smith worth $15.8K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 175 A.O. Smith shares in Q2 2026, an estimated $10.6K.
  • A.O. Smith made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #653 holding.
  • Wealth Enhancement Trust Services first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's A.O. Smith position peaked at $28.6K in Q4 2025.
  • 487 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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