Ameritas Advisory Services’s A.O. Smith AOS Stock Holding History

Ameritas Advisory Services’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	$304K	Buy	4,848 +1,442	+42%	+$87.4K	0.01%	951
2026 Q1	$225K	Hold	3,406	–	–	0.01%	886
2025 Q4	$228K	Sell	3,406 -1,598	-32%	-$108K	0.01%	860
2025 Q3	$367K	Buy	5,004 +1,136	+29%	+$81.1K	0.02%	477
2025 Q2	$254K	Sell	3,868 -1,206	-24%	-$78.9K	0.01%	669
2025 Q1	$346K	Buy	5,074 +4	+0.1%	+$270	0.01%	664
2024 Q4	$346K	Buy	5,070 +61	+1%	+$4.62K	0.01%	686
2024 Q3	$450K	Buy	5,009 +589	+13%	+$48.7K	0.02%	568
2024 Q2	$362K	Buy	4,420 +60	+1%	+$5.08K	0.01%	678
2024 Q1	$364K	Buy	4,360 +1,152	+36%	+$95K	0.02%	645
2023 Q4	$261K	Sell	3,208 -651	-17%	-$48K	0.01%	584
2023 Q3	$264K	Buy	3,859 +1	+0%	+$71	0.01%	668
2023 Q2	$273K	Buy	3,858 +115	+3%	+$7.87K	0.04%	432
2023 Q1	$259K	Sell	3,743 -3,630	-49%	-$236K	0.01%	682
2022 Q4	$422K	Buy	7,373 +2,935	+66%	+$164K	0.02%	591
2022 Q3	$216K	Hold	4,438	–	–	0.01%	691
2022 Q2	$243K	Sell	4,438 -19	-0.4%	-$1.14K	0.01%	688
2022 Q1	$285K	Hold	4,457	–	–	0.01%	682
2021 Q4	$383K	Buy	+4,457	New	+$340K	0.01%	576

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

Ameritas Advisory Services's AOS Position: Q2 2026 in Review

Ameritas Advisory Services increased its A.O. Smith (AOS) stake by 42% in Q2 2026, buying an estimated $87.4K and bringing the position to 4,848 shares worth $304K. The position accounts for 0.01% of the portfolio, ranked #951.

Ameritas Advisory Services first reported a position in AOS in Q4 2021 and has held it in 19 quarters since. The position peaked at $450K in Q3 2024. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Ameritas Advisory Services held 4,848 shares of A.O. Smith worth $304K as of Q2 2026.
Ameritas Advisory Services bought 1,442 A.O. Smith shares in Q2 2026, an estimated $87.4K.
A.O. Smith made up 0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #951 holding.
Ameritas Advisory Services first reported a position in A.O. Smith in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's A.O. Smith position peaked at $450K in Q3 2024.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.