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

Capital 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 		$305K Buy
4,857
+1,155
+31% +$70K ﹤0.01% 639
2026
Q1 		$244K Buy
+3,702
New +$267K ﹤0.01% 663
2022
Q1 		– Sell
-2,464
Closed -$212K – 590
2021
Q4 		$212K Buy
+2,464
New +$188K 0.01% 547

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

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

Capital Investment Advisors increased its A.O. Smith (AOS) stake by 31% in Q2 2026, buying an estimated $70K and bringing the position to 4,857 shares worth $305K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Capital Investment Advisors first reported a position in AOS in Q4 2021 and has held it in 3 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Capital Investment Advisors held 4,857 shares of A.O. Smith worth $305K as of Q2 2026.
  • Capital Investment Advisors bought 1,155 A.O. Smith shares in Q2 2026, an estimated $70K.
  • A.O. Smith made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #639 holding.
  • Capital Investment Advisors first reported a position in A.O. Smith in Q4 2021 and has held it in 3 quarters since.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.