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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → AOS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AOS Position History
A. O. Smith Corporation • Industrials
Quarters held
5
Latest value
$9.6M
Q3 2026
Peak value
$9.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.9M |
| Q1 2026 | $1.5M |
| Q2 2026 | $1.4M |
| Q3 2026 | $9.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.6M | 174.0K | — | — |
| Q2 2026 | $1.4M | 23.6K | — | — |
| Q1 2026 | $1.5M | 22.8K | — | — |
| Q4 2025 | $1.9M | 27.5K | — | — |
| Q3 2025 | $1.1M | 15.0K | — | — |
Other funds holding AOS
$986.9M
$943M
$913.7M
$904.4M
$693.6M
$649.8M
$610.6M
$607M