Aptus Capital Advisors’s A.O. Smith AOS Stock Holding History

Aptus 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	$335K	Sell	5,337 -3,374	-39%	-$204K	﹤0.01%	910
2026 Q1	$574K	Buy	8,711 +4,560	+110%	+$329K	﹤0.01%	682
2025 Q4	$278K	Sell	4,151 -2,021	-33%	-$137K	﹤0.01%	910
2025 Q3	$453K	Sell	6,172 -317	-5%	-$22.6K	﹤0.01%	718
2025 Q2	$425K	Sell	6,489 -511	-7%	-$33.4K	﹤0.01%	717
2025 Q1	$458K	Buy	7,000 +2,136	+44%	+$144K	﹤0.01%	662
2024 Q4	$332K	Buy	+4,864	New	+$368K	﹤0.01%	751
2019 Q2	–	Sell	-11,296	Closed	-$602K	–	333
2019 Q1	$602K	Buy	11,296 +4,830	+75%	+$240K	0.1%	137
2018 Q4	$276K	Buy	+6,466	New	+$297K	0.07%	106

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

Aptus Capital Advisors's AOS Position: Q2 2026 in Review

Aptus Capital Advisors reduced its A.O. Smith (AOS) stake by 39% in Q2 2026, selling an estimated $204K and leaving 5,337 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Aptus Capital Advisors first reported a position in AOS in Q4 2018 and has held it in 9 quarters since. The position peaked at $602K in Q1 2019. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Aptus Capital Advisors held 5,337 shares of A.O. Smith worth $335K as of Q2 2026.
Aptus Capital Advisors sold 3,374 A.O. Smith shares in Q2 2026, an estimated $204K.
A.O. Smith made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #910 holding.
Aptus Capital Advisors first reported a position in A.O. Smith in Q4 2018 and has held it in 9 quarters since.
Aptus Capital Advisors's A.O. Smith position peaked at $602K in Q1 2019.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.