Cetera Investment Advisers
AOS icon

Cetera Investment Advisers’s A.O. Smith AOS Stock Holding History

Cetera Investment Advisers’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 		$2.5M Sell
39,794
-11,189
-22% -$678K ﹤0.01% 2208
2026
Q1 		$3.36M Sell
50,983
-1,400
-3% -$101K ﹤0.01% 1809
2025
Q4 		$3.5M Sell
52,383
-3,779
-7% -$255K ﹤0.01% 1725
2025
Q3 		$4.12M Buy
56,162
+29,679
+112% +$2.12M ﹤0.01% 1567
2025
Q2 		$1.74M Buy
26,483
+1,184
+5% +$77.5K ﹤0.01% 1949
2025
Q1 		$1.65M Sell
25,299
-2,008
-7% -$136K ﹤0.01% 1883
2024
Q4 		$1.86M Buy
27,307
+315
+1% +$23.9K ﹤0.01% 1715
2024
Q3 		$2.42M Buy
26,992
+1,088
+4% +$90K 0.01% 1492
2024
Q2 		$2.12M Buy
25,904
+649
+3% +$54.9K ﹤0.01% 1534
2024
Q1 		$2.26M Buy
25,255
+17,411
+222% +$1.44M 0.01% 1454
2023
Q4 		$647K Buy
7,844
+400
+5% +$29.5K 0.01% 1353
2023
Q3 		$492K Buy
7,444
+144
+2% +$10.2K ﹤0.01% 1426
2023
Q2 		$531K Sell
7,300
-1,218
-14% -$83.4K ﹤0.01% 1417
2023
Q1 		$589K Sell
8,518
-227
-3% -$14.8K 0.01% 1333
2022
Q4 		$501K Buy
8,745
+1,035
+13% +$57.9K ﹤0.01% 1372
2022
Q3 		$375K Sell
7,710
-349
-4% -$20K 0.01% 1140
2022
Q2 		$441K Sell
8,059
-69
-0.8% -$4.14K 0.01% 1176
2022
Q1 		$519K Buy
8,128
+464
+6% +$33.8K 0.01% 1124
2021
Q4 		$658K Sell
7,664
-357
-4% -$27.2K 0.01% 1022
2021
Q3 		$490K Sell
8,021
-429
-5% -$30K 0.01% 1156
2021
Q2 		$609K Buy
8,450
+3,627
+75% +$250K 0.01% 1016
2021
Q1 		$326K Sell
4,823
-3,824
-44% -$233K 0.01% 1213
2020
Q4 		$474K Buy
+8,647
New +$477K 0.01% 982
2016
Q4 		– Sell
-4,378
Closed -$215K – 328
2016
Q3 		$215K Buy
+4,378
New +$205K 0.09% 249

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 $3.37T AUM 44.26% 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

Cetera Investment Advisers's AOS Position: Q2 2026 in Review

Cetera Investment Advisers reduced its A.O. Smith (AOS) stake by 22% in Q2 2026, selling an estimated $678K and leaving 39,794 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2208.

Cetera Investment Advisers first reported a position in AOS in Q3 2016 and has held it in 24 quarters since. The position peaked at $4.12M in Q3 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Cetera Investment Advisers held 39,794 shares of A.O. Smith worth $2.5M as of Q2 2026.
  • Cetera Investment Advisers sold 11,189 A.O. Smith shares in Q2 2026, an estimated $678K.
  • A.O. Smith made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2208 holding.
  • Cetera Investment Advisers first reported a position in A.O. Smith in Q3 2016 and has held it in 24 quarters since.
  • Cetera Investment Advisers's A.O. Smith position peaked at $4.12M in Q3 2025.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.