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PRECEDENT WEALTH PARTNERS, LLC → AOS

PRECEDENT WEALTH PARTNERS, LLC AOS Position History

A. O. Smith Corporation • Industrials

Quarters held
4
Latest value
$2.1M
Q3 2026
Peak value
$2.1M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.8M
Q1 2026$1.8M
Q2 2026$1.9M
Q3 2026$2.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$2.1M36.8K——
Q2 2026$1.9M29.6K——
Q1 2026$1.8M27.7K——
Q4 2025$1.8M26.5K——

Other funds holding AOS

Other PRECEDENT WEALTH PARTNERS, LLC positions

VGES

VANGUARD TAX-MANAGED FDS

$45M
VGES

VANGUARD TAX-MANAGED FDS

$40.9M
VGES

VANGUARD INDEX FDS

$33.2M
VGES

VANGUARD TAX-MANAGED FDS

$32.5M
VGES

VANGUARD INDEX FDS

$30.6M
VGES

VANGUARD TAX-MANAGED FDS

$28.5M
VGES

VANGUARD INDEX FDS

$27.2M
VGES

VANGUARD INDEX FDS

$26M