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James T. Borello RIA’s A.O. Smith AOS Stock Holding History

James T. Borello RIA’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 		$2.65K Buy
+47
New +$2.83K ﹤0.01% 882
2026
Q2 		– Sell
-41
Closed -$2.7K – 1214
2026
Q1 		$2.7K Hold
41
– – ﹤0.01% 878
2025
Q4 		$2.74K Buy
+41
New +$2.77K ﹤0.01% 714

Other funds holding AOS

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
AM
Atwater Malick Lancaster, Pennsylvania $454M AUM 23.39% 1-Year Est. Return

James T. Borello RIA's AOS Position: Q3 2026 in Review

James T. Borello RIA opened a new position in A.O. Smith (AOS) in Q3 2026: 47 shares worth $2.65K. The stake represents ﹤0.01% of the portfolio and ranks #882 among its holdings. This is a return to the name: James T. Borello RIA previously reported a position in AOS as recently as Q1 2026.

James T. Borello RIA first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.74K in Q4 2025. 80 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • James T. Borello RIA held 47 shares of A.O. Smith worth $2.65K as of Q3 2026.
  • A.O. Smith was a new James T. Borello RIA position in Q3 2026.
  • A.O. Smith made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #882 holding.
  • James T. Borello RIA first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
  • James T. Borello RIA's A.O. Smith position peaked at $2.74K in Q4 2025.
  • 80 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.