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Wedbush Securities’s A.O. Smith AOS Stock Holding History

Wedbush Securities’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 		$800K Buy
12,133
+307
+3% +$22.1K 0.02% 535
2025
Q4 		$791K Buy
11,826
+705
+6% +$47.6K 0.02% 523
2025
Q3 		$816K Buy
11,121
+451
+4% +$32.2K 0.03% 490
2025
Q2 		$700K Buy
10,670
+1,818
+21% +$119K 0.02% 515
2025
Q1 		$579K Buy
8,852
+397
+5% +$26.8K 0.02% 565
2024
Q4 		$577K Buy
8,455
+579
+7% +$43.8K 0.02% 560
2024
Q3 		$708K Buy
7,876
+465
+6% +$38.5K 0.03% 479
2024
Q2 		$606K Buy
+7,411
New +$627K 0.02% 555
2018
Q1 		– Sell
-4,060
Closed -$249K – 823
2017
Q4 		$249K Hold
4,060
– – 0.03% 619
2017
Q3 		$241K Sell
4,060
-168
-4% -$9.42K 0.03% 637
2017
Q2 		$238K Hold
4,228
– – 0.03% 639
2017
Q1 		$216K Sell
4,228
-244
-5% -$12.1K 0.03% 653
2016
Q4 		$212K Hold
4,472
– – 0.03% 647
2016
Q3 		$221K Buy
+4,472
New +$209K 0.03% 631

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wedbush Securities's AOS Position: Q1 2026 in Review

Wedbush Securities increased its A.O. Smith (AOS) stake by 2.6% in Q1 2026, buying an estimated $22.1K and bringing the position to 12,133 shares worth $800K. The position accounts for 0.02% of the portfolio, ranked #535.

Wedbush Securities first reported a position in AOS in Q3 2016 and has held it in 14 quarters since. The position peaked at $816K in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Wedbush Securities held 12,133 shares of A.O. Smith worth $800K as of Q1 2026.
  • Wedbush Securities bought 307 A.O. Smith shares in Q1 2026, an estimated $22.1K.
  • A.O. Smith made up 0.02% of Wedbush Securities's portfolio in Q1 2026, its #535 holding.
  • Wedbush Securities first reported a position in A.O. Smith in Q3 2016 and has held it in 14 quarters since.
  • Wedbush Securities's A.O. Smith position peaked at $816K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.