Capstone Investment Advisors
AOS icon

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

Capstone 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 		– Sell
-3,619
Closed -$239K – 1661
2026
Q1 		$239K Buy
+3,619
New +$261K ﹤0.01% 1461
2025
Q1 		– Sell
-2,722
Closed -$186K – 1355
2024
Q4 		$186K Buy
2,722
+553
+25% +$41.9K ﹤0.01% 1613
2024
Q3 		$195K Sell
2,169
-112
-5% -$9.27K ﹤0.01% 1588
2024
Q2 		$187K Buy
2,281
+47
+2% +$3.98K ﹤0.01% 1786
2024
Q1 		$200K Buy
+2,234
New +$184K ﹤0.01% 2015
2023
Q1 		– Sell
-1,470
Closed -$84.1K – 1549
2022
Q4 		$84.1K Buy
+1,470
New +$82.2K ﹤0.01% 1419
2022
Q2 		– Sell
-3,046
Closed -$195K – 1810
2022
Q1 		$195K Buy
3,046
+2,469
+428% +$180K ﹤0.01% 1769
2021
Q4 		$50K Sell
577
-18,726
-97% -$1.43M ﹤0.01% 1679
2021
Q3 		$1.18M Buy
+19,303
New +$1.35M ﹤0.01% 1356

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

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

Capstone Investment Advisors sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 3,619 shares — an estimated $239K sold.

Capstone Investment Advisors first reported a position in AOS in Q3 2021 and held it in 9 quarters. The position peaked at $1.18M in Q3 2021. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Capstone Investment Advisors reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,619 A.O. Smith shares in Q2 2026, an estimated $239K.
  • Capstone Investment Advisors first reported a position in A.O. Smith in Q3 2021 and held it in 9 quarters.
  • Capstone Investment Advisors's A.O. Smith position peaked at $1.18M in Q3 2021.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.