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KESTRA PRIVATE WEALTH SERVICES, LLC → AOS
KESTRA PRIVATE WEALTH SERVICES, LLC AOS Position History
A. O. Smith Corporation • Industrials
Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q4 2025 | $1.6M |
| Q1 2026 | $1.6M |
| Q2 2026 | $1.8M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 24.3K | — | — |
| Q2 2026 | $1.8M | 29.1K | — | — |
| Q1 2026 | $1.6M | 25.0K | — | — |
| Q4 2025 | $1.6M | 23.6K | — | — |
| Q3 2025 | $2M | 26.8K | — | — |
Other funds holding AOS
$986.9M
$943M
$913.7M
$904.4M
$693.6M
$649.8M
$610.6M
$607M