Bay Harbor Wealth Management’s A.O. Smith AOS Stock Holding History

Bay Harbor Wealth Management’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	$1.5K	Buy	24 +6	+33%	+$364	﹤0.01%	740
2026 Q1	$1.19K	Buy	18 +8	+80%	+$577	﹤0.01%	707
2025 Q4	$668	Buy	10 +3	+43%	+$203	﹤0.01%	747
2025 Q3	$513	Buy	7 +1	+17%	+$71	﹤0.01%	724
2025 Q2	$393	Buy	6 +4	+200%	+$262	﹤0.01%	723
2025 Q1	$130	Buy	+2	New	+$135	﹤0.01%	805

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

Bay Harbor Wealth Management's AOS Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its A.O. Smith (AOS) stake by 33% in Q2 2026, buying an estimated $364 and bringing the position to 24 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Bay Harbor Wealth Management first reported a position in AOS in Q1 2025 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Bay Harbor Wealth Management held 24 shares of A.O. Smith worth $1.5K as of Q2 2026.
Bay Harbor Wealth Management bought 6 A.O. Smith shares in Q2 2026, an estimated $364.
A.O. Smith made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #740 holding.
Bay Harbor Wealth Management first reported a position in A.O. Smith in Q1 2025 and has held it in 6 quarters since.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.