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Brindle & Bay Financial Advisors’s A.O. Smith AOS Stock Holding History

Brindle & Bay Financial 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 		$1.07M Buy
16,998
+5,602
+49% +$340K 0.53% 32
2026
Q1 		$751K Buy
+11,396
New +$821K 0.46% 53

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 $3.37T AUM 44.26% 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

Brindle & Bay Financial Advisors's AOS Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its A.O. Smith (AOS) stake by 49% in Q2 2026, buying an estimated $340K and bringing the position to 16,998 shares worth $1.07M. The position accounts for 0.53% of the portfolio, ranked #32.

Brindle & Bay Financial Advisors first reported a position in AOS in Q1 2026 and has held it in 2 quarters since. 605 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Brindle & Bay Financial Advisors held 16,998 shares of A.O. Smith worth $1.07M as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 5,602 A.O. Smith shares in Q2 2026, an estimated $340K.
  • A.O. Smith made up 0.53% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Brindle & Bay Financial Advisors first reported a position in A.O. Smith in Q1 2026 and has held it in 2 quarters since.
  • 605 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.