Annis Gardner Whiting Capital Advisors’s A.O. Smith AOS Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$269K	Buy	4,296 +4,219	+5,479%	+$256K	0.04%	293
2026 Q1	$5.08K	Buy	77 +65	+542%	+$4.68K	﹤0.01%	953
2025 Q4	$803	Hold	12	–	–	﹤0.01%	1073
2025 Q3	$881	Sell	12 -3	-20%	-$214	﹤0.01%	1006
2025 Q2	$984	Buy	+15	New	+$981	﹤0.01%	1081
2025 Q1	–	Sell	-3	Closed	-$205	–	746
2024 Q4	$205	Buy	+3	New	+$227	﹤0.01%	764
2024 Q3	–	Sell	-6	Closed	-$491	–	743
2024 Q2	$491	Buy	6 +3	+100%	+$254	﹤0.01%	921
2024 Q1	$269	Buy	+3	New	+$247	﹤0.01%	928

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's AOS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its A.O. Smith (AOS) stake by 5,479% in Q2 2026, buying an estimated $256K and bringing the position to 4,296 shares worth $269K. The position accounts for 0.04% of the portfolio, ranked #293.

Annis Gardner Whiting Capital Advisors first reported a position in AOS in Q1 2024 and has held it in 8 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Annis Gardner Whiting Capital Advisors held 4,296 shares of A.O. Smith worth $269K as of Q2 2026.
Annis Gardner Whiting Capital Advisors bought 4,219 A.O. Smith shares in Q2 2026, an estimated $256K.
A.O. Smith made up 0.04% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #293 holding.
Annis Gardner Whiting Capital Advisors first reported a position in A.O. Smith in Q1 2024 and has held it in 8 quarters since.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.