Capstone Investment Advisors
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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
-1,000
Closed -$68.2K – 1356
2024
Q4 		$68.2K Buy
1,000
+200
+25% +$15.1K ﹤0.01% 1739
2024
Q3 		$71.9K Buy
800
+400
+100% +$33.1K ﹤0.01% 1759
2024
Q2 		$32.7K Sell
400
-200
-33% -$16.9K ﹤0.01% 1985
2024
Q1 		$53.7K Buy
+600
New +$49.5K ﹤0.01% 2201
2023
Q1 		– Sell
-3,700
Closed -$212K – 1550
2022
Q4 		$212K Buy
+3,700
New +$207K ﹤0.01% 1288
2022
Q2 		– Sell
-11,500
Closed -$735K – 1811
2022
Q1 		$735K Sell
11,500
-15,200
-57% -$1.11M ﹤0.01% 1411
2021
Q4 		$2.29M Sell
26,700
-23,900
-47% -$1.82M ﹤0.01% 1087
2021
Q3 		$3.09M Buy
50,600
+30,500
+152% +$2.13M 0.01% 1028
2021
Q2 		$1.45M Buy
20,100
+11,000
+121% +$759K ﹤0.01% 1127
2021
Q1 		$615K Sell
9,100
-3,500
-28% -$213K ﹤0.01% 1235
2020
Q4 		$691K Buy
12,600
+3,100
+33% +$171K ﹤0.01% 1178
2020
Q3 		$502K Sell
9,500
-800
-8% -$39.9K ﹤0.01% 1169
2020
Q2 		$485K Buy
+10,300
New +$450K ﹤0.01% 1103
2020
Q1 		– Sell
-5,000
Closed -$238K – 1126
2019
Q4 		$238K Sell
5,000
-400
-7% -$19.4K ﹤0.01% 1247
2019
Q3 		$258K Buy
+5,400
New +$250K ﹤0.01% 1195

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.