Allworth Financial’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$48.4K Sell
771
-347
-31% -$21K ﹤0.01% 2519
2026
Q1
$73.7K Sell
1,118
-297
-21% -$21.4K ﹤0.01% 2058
2025
Q4
$94.6K Buy
1,415
+544
+62% +$36.8K ﹤0.01% 1790
2025
Q3
$63.9K Buy
871
+173
+25% +$12.3K ﹤0.01% 1955
2025
Q2
$45.8K Buy
698
+399
+133% +$26.1K ﹤0.01% 1996
2025
Q1
$19.5K Sell
299
-34
-10% -$2.3K ﹤0.01% 2093
2024
Q4
$23.6K Sell
333
-27
-8% -$2.04K ﹤0.01% 1994
2024
Q3
$32.4K Sell
360
-45
-11% -$3.72K ﹤0.01% 1604
2024
Q2
$35.6K Buy
405
+102
+34% +$8.63K ﹤0.01% 1538
2024
Q1
$27.1K Sell
303
-22
-7% -$1.81K ﹤0.01% 1595
2023
Q4
$26.8K Buy
325
+66
+25% +$4.87K ﹤0.01% 1480
2023
Q3
$17.1K Sell
259
-17,353
-99% -$1.23M ﹤0.01% 1620
2023
Q2
$1.28M Hold
17,612
– – 0.01% 345
2023
Q1
$1.22M Buy
17,612
+8
+0% +$520 0.01% 331
2022
Q4
$1.01M Buy
+17,604
New +$984K 0.01% 343
2022
Q3
– Sell
-19
Closed -$1K – 2639
2022
Q2
$1K Buy
+19
New +$1.14K ﹤0.01% 2077
2021
Q3
– Sell
-7
Closed -$1K – 1848
2021
Q2
$1K Buy
+7
New +$483 ﹤0.01% 1439
2020
Q3
– Sell
-2,400
Closed -$113K – 1160
2020
Q2
$113K Buy
+2,400
New +$105K ﹤0.01% 297

Other funds holding AOS

Allworth Financial's AOS Position: Q2 2026 in Review

Allworth Financial reduced its A.O. Smith (AOS) stake by 31% in Q2 2026, selling an estimated $21K and leaving 771 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2519.

Allworth Financial first reported a position in AOS in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.28M in Q2 2023. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Allworth Financial held 771 shares of A.O. Smith worth $48.4K as of Q2 2026.
  • Allworth Financial sold 347 A.O. Smith shares in Q2 2026, an estimated $21K.
  • A.O. Smith made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2519 holding.
  • Allworth Financial first reported a position in A.O. Smith in Q2 2020 and has held it in 18 quarters since.
  • Allworth Financial's A.O. Smith position peaked at $1.28M in Q2 2023.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.