3 Factor Indexing’s A.O. Smith AOS Stock Holding History

3 Factor Indexing’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 Q2	–	Sell	-1	Closed	-$66	–	441
2026 Q1	$66	Buy	+1	New	+$72	﹤0.01%	443

Other funds holding AOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

3 Factor Indexing's AOS Position: Q2 2026 in Review

3 Factor Indexing sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 1 share — an estimated $66 sold.

3 Factor Indexing first reported a position in AOS in Q1 2026 and held it in 1 quarter. The position peaked at $66 in Q1 2026. 574 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

3 Factor Indexing reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
3 Factor Indexing sold 1 A.O. Smith share in Q2 2026, an estimated $66.
3 Factor Indexing first reported a position in A.O. Smith in Q1 2026 and held it in 1 quarter.
3 Factor Indexing's A.O. Smith position peaked at $66 in Q1 2026.
574 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.