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Astoria Portfolio Advisors’s A.O. Smith AOS Stock Holding History

Astoria Portfolio 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 		$228K Buy
+3,641
New +$221K 0.04% 330
2025
Q3 		– Sell
-2,985
Closed -$221K – 271
2025
Q2 		$221K Buy
+2,985
New +$195K 0.06% 230

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 $3.38T AUM 44.17% 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

Astoria Portfolio Advisors's AOS Position: Q2 2026 in Review

Astoria Portfolio Advisors opened a new position in A.O. Smith (AOS) in Q2 2026: 3,641 shares worth $228K. The stake represents 0.04% of the portfolio and ranks #330 among its holdings. This is a return to the name: Astoria Portfolio Advisors previously reported a position in AOS as recently as Q2 2025.

Astoria Portfolio Advisors first reported a position in AOS in Q2 2025 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Astoria Portfolio Advisors held 3,641 shares of A.O. Smith worth $228K as of Q2 2026.
  • A.O. Smith was a new Astoria Portfolio Advisors position in Q2 2026.
  • A.O. Smith made up 0.04% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #330 holding.
  • Astoria Portfolio Advisors first reported a position in A.O. Smith in Q2 2025 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.