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
2025 Q1	–	Sell	-700	Closed	-$47.7K	–	1354
2024 Q4	$47.7K	Buy	700 +600	+600%	+$45.4K	﹤0.01%	1761
2024 Q3	$8.98K	Buy	+100	New	+$8.28K	﹤0.01%	1869
2022 Q2	–	Sell	-500	Closed	-$32K	–	1809
2022 Q1	$32K	Sell	500 -3,900	-89%	-$284K	﹤0.01%	1906
2021 Q4	$378K	Sell	4,400 -8,000	-65%	-$610K	﹤0.01%	1506
2021 Q3	$757K	Buy	12,400 +7,700	+164%	+$538K	﹤0.01%	1486
2021 Q2	$339K	Buy	+4,700	New	+$324K	﹤0.01%	1444
2021 Q1	–	Sell	-4,300	Closed	-$236K	–	1661
2020 Q4	$236K	Buy	4,300 +800	+23%	+$44.1K	﹤0.01%	1425
2020 Q3	$185K	Buy	3,500 +3,200	+1,067%	+$160K	﹤0.01%	1290
2020 Q2	$14K	Buy	+300	New	+$13.1K	﹤0.01%	1305
2020 Q1	–	Sell	-2,800	Closed	-$133K	–	1125
2019 Q4	$133K	Hold	2,800	–	–	﹤0.01%	1289
2019 Q3	$134K	Buy	+2,800	New	+$129K	﹤0.01%	1267

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capstone Investment Advisors's AOS Position: Q1 2026 in Review

Capstone Investment Advisors opened a new position in A.O. Smith (AOS) in Q1 2026: 3,619 shares worth $239K. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in AOS as recently as Q4 2024.

Capstone Investment Advisors first reported a position in AOS in Q3 2021 and has held it in 9 quarters since. The position peaked at $1.18M in Q3 2021. 632 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Capstone Investment Advisors held 3,619 shares of A.O. Smith worth $239K as of Q1 2026.
A.O. Smith was a new Capstone Investment Advisors position in Q1 2026.
A.O. Smith made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q1 2026, its #1461 holding.
Capstone Investment Advisors first reported a position in A.O. Smith in Q3 2021 and has held it in 9 quarters since.
Capstone Investment Advisors's A.O. Smith position peaked at $1.18M in Q3 2021.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.