Bell Investment Advisors’s A.O. Smith AOS Stock Holding History

Bell Investment 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	$628	Sell	10 -71	-88%	-$4.3K	﹤0.01%	1659
2026 Q1	$5.34K	Hold	81	–	–	﹤0.01%	933
2025 Q4	$5.42K	Sell	81 -9	-10%	-$608	﹤0.01%	941
2025 Q3	$6.61K	Hold	90	–	–	﹤0.01%	799
2025 Q2	$5.9K	Sell	90 -22	-20%	-$1.44K	﹤0.01%	911
2025 Q1	$7.32K	Buy	112 +22	+24%	+$1.49K	﹤0.01%	728
2024 Q4	$6.14K	Hold	90	–	–	﹤0.01%	826
2024 Q3	$8.09K	Hold	90	–	–	﹤0.01%	708
2024 Q2	$7.36K	Hold	90	–	–	﹤0.01%	735
2024 Q1	$8.05K	Hold	90	–	–	﹤0.01%	676
2023 Q4	$7.42K	Hold	90	–	–	﹤0.01%	676
2023 Q3	$5.95K	Hold	90	–	–	﹤0.01%	719
2023 Q2	$6.55K	Hold	90	–	–	﹤0.01%	686
2023 Q1	$6.22K	Buy	90 +22	+32%	+$1.43K	﹤0.01%	679
2022 Q4	$3.89K	Buy	68 +48	+240%	+$2.68K	﹤0.01%	935
2022 Q3	$1K	Buy	20 +5	+33%	+$287	﹤0.01%	1302
2022 Q2	$1K	Buy	+15	New	+$900	﹤0.01%	1315
2021 Q4	$1K	Buy	13 +6	+86%	+$457	﹤0.01%	1324
2021 Q3	$0	Buy	+7	New	+$489	﹤0.01%	1714

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

Bell Investment Advisors's AOS Position: Q2 2026 in Review

Bell Investment Advisors reduced its A.O. Smith (AOS) stake by 88% in Q2 2026, selling an estimated $4.3K and leaving 10 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Bell Investment Advisors first reported a position in AOS in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.09K in Q3 2024. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Bell Investment Advisors held 10 shares of A.O. Smith worth $628 as of Q2 2026.
Bell Investment Advisors sold 71 A.O. Smith shares in Q2 2026, an estimated $4.3K.
A.O. Smith made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1659 holding.
Bell Investment Advisors first reported a position in A.O. Smith in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's A.O. Smith position peaked at $8.09K in Q3 2024.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.