Whipplewood Advisors’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Other funds holding AOS
Whipplewood Advisors's AOS Position: Q2 2026 in Review
Whipplewood Advisors reduced its A.O. Smith (AOS) stake by 49% in Q2 2026, selling an estimated $1.09K and leaving 19 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #523.
Whipplewood Advisors first reported a position in AOS in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.46K in Q4 2024. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.
- Whipplewood Advisors held 19 shares of A.O. Smith worth $1.19K as of Q2 2026.
- Whipplewood Advisors sold 18 A.O. Smith shares in Q2 2026, an estimated $1.09K.
- A.O. Smith made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #523 holding.
- Whipplewood Advisors first reported a position in A.O. Smith in Q4 2024 and has held it in 5 quarters since.
- Whipplewood Advisors's A.O. Smith position peaked at $2.46K in Q4 2024.
- 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.
Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.