AG
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AmeriFlex Group’s A.O. Smith AOS Stock Holding History

AmeriFlex Group’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 		$47.8K Buy
762
+36
+5% +$2.18K 0.02% 511
2026
Q1 		$47.8K Sell
726
-94
-11% -$6.78K 0.02% 428
2025
Q4 		$54.9K Sell
820
-813
-50% -$54.9K 0.03% 400
2025
Q3 		$120K Buy
1,633
+921
+129% +$65.7K 0.04% 293
2025
Q2 		$46.1K Buy
712
+580
+439% +$37.9K 0.02% 394
2025
Q1 		$8.61K Buy
132
+1
+0.8% +$68 ﹤0.01% 890
2024
Q4 		$8.82K Buy
+131
New +$9.92K ﹤0.01% 805

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AmeriFlex Group's AOS Position: Q2 2026 in Review

AmeriFlex Group increased its A.O. Smith (AOS) stake by 5% in Q2 2026, buying an estimated $2.18K and bringing the position to 762 shares worth $47.8K. The position accounts for 0.02% of the portfolio, ranked #511.

AmeriFlex Group first reported a position in AOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $120K in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • AmeriFlex Group held 762 shares of A.O. Smith worth $47.8K as of Q2 2026.
  • AmeriFlex Group bought 36 A.O. Smith shares in Q2 2026, an estimated $2.18K.
  • A.O. Smith made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #511 holding.
  • AmeriFlex Group first reported a position in A.O. Smith in Q4 2024 and has held it in 7 quarters since.
  • AmeriFlex Group's A.O. Smith position peaked at $120K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.