Bruce G. Allen Investments’s A.O. Smith AOS Stock Holding History

Bruce G. Allen Investments’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	$251	Sell	4 -3	-43%	-$182	﹤0.01%	1008
2026 Q1	$462	Hold	7	–	–	﹤0.01%	981
2025 Q4	$468	Hold	7	–	–	﹤0.01%	979
2025 Q3	$514	Hold	7	–	–	﹤0.01%	964
2025 Q2	$459	Sell	7 -39	-85%	-$2.55K	﹤0.01%	968
2025 Q1	$3.01K	Buy	46 +11	+31%	+$743	﹤0.01%	634
2024 Q4	$2.39K	Hold	35	–	–	﹤0.01%	679
2024 Q3	$3.14K	Hold	35	–	–	﹤0.01%	648
2024 Q2	$2.86K	Hold	35	–	–	﹤0.01%	641
2024 Q1	$3.13K	Hold	35	–	–	﹤0.01%	654
2023 Q4	$2.88K	Buy	+35	New	+$2.58K	﹤0.01%	685

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

Bruce G. Allen Investments's AOS Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its A.O. Smith (AOS) stake by 43% in Q2 2026, selling an estimated $182 and leaving 4 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #1008.

Bruce G. Allen Investments first reported a position in AOS in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.14K in Q3 2024. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Bruce G. Allen Investments held 4 shares of A.O. Smith worth $251 as of Q2 2026.
Bruce G. Allen Investments sold 3 A.O. Smith shares in Q2 2026, an estimated $182.
A.O. Smith made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #1008 holding.
Bruce G. Allen Investments first reported a position in A.O. Smith in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's A.O. Smith position peaked at $3.14K in Q3 2024.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.