AdvisorShares Investments’s A.O. Smith AOS Stock Holding History

AdvisorShares Investments’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	$448K	Hold	7,138	–	–	0.05%	197
2026 Q1	$471K	Hold	7,138	–	–	0.09%	150
2025 Q4	$477K	Buy	7,138 +551	+8%	+$37.2K	0.08%	168
2025 Q3	$484K	Buy	+6,587	New	+$470K	0.08%	160
2023 Q4	–	Sell	-5,896	Closed	-$390K	–	275
2023 Q3	$390K	Sell	5,896 -136	-2%	-$9.65K	0.1%	129
2023 Q2	$439K	Buy	+6,032	New	+$413K	0.13%	98
2021 Q4	–	Sell	-29,309	Closed	-$1.79M	–	195
2021 Q3	$1.79M	Buy	29,309 +1,100	+4%	+$76.8K	0.28%	51
2021 Q2	$2.03M	Buy	+28,209	New	+$1.95M	0.28%	29

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

AdvisorShares Investments's AOS Position: Q2 2026 in Review

AdvisorShares Investments held its A.O. Smith (AOS) position steady in Q2 2026 at 7,138 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #197.

AdvisorShares Investments first reported a position in AOS in Q2 2021 and has held it in 8 quarters since. The position peaked at $2.03M in Q2 2021. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

AdvisorShares Investments held 7,138 shares of A.O. Smith worth $448K as of Q2 2026.
AdvisorShares Investments left its A.O. Smith share count unchanged in Q2 2026.
A.O. Smith made up 0.05% of AdvisorShares Investments's portfolio in Q2 2026, its #197 holding.
AdvisorShares Investments first reported a position in A.O. Smith in Q2 2021 and has held it in 8 quarters since.
AdvisorShares Investments's A.O. Smith position peaked at $2.03M in Q2 2021.
614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.