Wedbush Securities
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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
Q3 		$716K Buy
12,705
+297
+2% +$17.9K 0.02% 587
2026
Q2 		$778K Buy
12,408
+275
+2% +$16.7K 0.02% 571
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

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedbush Securities's AOS Position: Q3 2026 in Review

Wedbush Securities increased its A.O. Smith (AOS) stake by 2.4% in Q3 2026, buying an estimated $17.9K and bringing the position to 12,705 shares worth $716K. The position accounts for 0.02% of the portfolio, ranked #587.

Wedbush Securities first reported a position in AOS in Q3 2016 and has held it in 16 quarters since. The position peaked at $816K in Q3 2025. 134 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Wedbush Securities held 12,705 shares of A.O. Smith worth $716K as of Q3 2026.
  • Wedbush Securities bought 297 A.O. Smith shares in Q3 2026, an estimated $17.9K.
  • A.O. Smith made up 0.02% of Wedbush Securities's portfolio in Q3 2026, its #587 holding.
  • Wedbush Securities first reported a position in A.O. Smith in Q3 2016 and has held it in 16 quarters since.
  • Wedbush Securities's A.O. Smith position peaked at $816K in Q3 2025.
  • 134 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.