Wealthspire Advisors (New York)’s A.O. Smith AOS Stock Holding History

Wealthspire Advisors (New York)’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 Q1	–	Sell	-3,023	Closed	-$202K	–	938
2025 Q4	$202K	Buy	3,023 +674	+29%	+$45.5K	﹤0.01%	970
2025 Q3	$172K	Sell	2,349 -761	-24%	-$54.3K	﹤0.01%	845
2025 Q2	$204K	Buy	+3,110	New	+$203K	﹤0.01%	791
2024 Q4	–	Sell	-2,454	Closed	-$220K	–	793
2024 Q3	$220K	Buy	2,454 +2	+0.1%	+$166	﹤0.01%	689
2024 Q2	$201K	Sell	2,452 -144	-6%	-$12.2K	﹤0.01%	625
2024 Q1	$232K	Sell	2,596 -375	-13%	-$30.9K	﹤0.01%	564
2023 Q4	$245K	Sell	2,971 -164	-5%	-$12.1K	﹤0.01%	569
2023 Q3	$207K	Buy	+3,135	New	+$223K	﹤0.01%	557
2019 Q1	–	Sell	-61	Closed	-$3K	–	94
2018 Q4	$3K	Buy	+61	New	+$2.81K	﹤0.01%	703

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthspire Advisors (New York)'s AOS Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 3,023 shares — an estimated $202K sold.

Wealthspire Advisors (New York) first reported a position in AOS in Q4 2018 and held it in 9 quarters. The position peaked at $245K in Q4 2023. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,023 A.O. Smith shares in Q1 2026, an estimated $202K.
Wealthspire Advisors (New York) first reported a position in A.O. Smith in Q4 2018 and held it in 9 quarters.
Wealthspire Advisors (New York)'s A.O. Smith position peaked at $245K in Q4 2023.
636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.