Westwood Wealth Management’s A.O. Smith AOS Stock Holding History

Westwood Wealth Management’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	-9,488	Closed	-$635K	–	46
2025 Q4	$635K	Buy	+9,488	New	+$641K	0.48%	53

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Westwood Wealth Management's AOS Position: Q1 2026 in Review

Westwood Wealth Management sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 9,488 shares — an estimated $635K sold.

Westwood Wealth Management first reported a position in AOS in Q4 2025 and held it in 1 quarter. The position peaked at $635K in Q4 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Westwood Wealth Management reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
Westwood Wealth Management sold 9,488 A.O. Smith shares in Q1 2026, an estimated $635K.
Westwood Wealth Management first reported a position in A.O. Smith in Q4 2025 and held it in 1 quarter.
Westwood Wealth Management's A.O. Smith position peaked at $635K in Q4 2025.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.