Wealth Enhancement Trust Services
AOS icon

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
Q3 		$15.2K Buy
269
+17
+7% +$1.02K ﹤0.01% 570
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its A.O. Smith (AOS) stake by 6.7% in Q3 2026, buying an estimated $1.02K and bringing the position to 269 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Wealth Enhancement Trust Services first reported a position in AOS in Q4 2025 and has held it in 4 quarters since. The position peaked at $28.6K in Q4 2025. 447 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Wealth Enhancement Trust Services held 269 shares of A.O. Smith worth $15.2K as of Q3 2026.
  • Wealth Enhancement Trust Services bought 17 A.O. Smith shares in Q3 2026, an estimated $1.02K.
  • A.O. Smith made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #570 holding.
  • Wealth Enhancement Trust Services first reported a position in A.O. Smith in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's A.O. Smith position peaked at $28.6K in Q4 2025.
  • 447 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.