Clearstead Advisors’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$40.2K Buy
641
+308
+92% +$18.7K ﹤0.01% 1573
2026
Q1
$22K Sell
333
-501
-60% -$36.1K ﹤0.01% 1436
2025
Q4
$55.8K Buy
834
+321
+63% +$21.7K ﹤0.01% 1359
2025
Q3
$37.7K Buy
513
+89
+21% +$6.35K ﹤0.01% 1376
2025
Q2
$27.8K Buy
424
+110
+35% +$7.2K ﹤0.01% 1490
2025
Q1
$20.5K Sell
314
-290
-48% -$19.6K ﹤0.01% 1420
2024
Q4
$41.2K Hold
604
﹤0.01% 1211
2024
Q3
$54.3K Hold
604
﹤0.01% 1187
2024
Q2
$49.4K Buy
+604
New +$51.1K ﹤0.01% 1165
2024
Q1
Sell
-13
Closed -$1.07K 1548
2023
Q4
$1.07K Sell
13
-31
-70% -$2.29K ﹤0.01% 1391
2023
Q3
$2.91K Buy
+44
New +$3.12K ﹤0.01% 1172
2021
Q3
Sell
-11
Closed -$1K 1287
2021
Q2
$1K Buy
+11
New +$759 ﹤0.01% 1120

Other funds holding AOS

Clearstead Advisors's AOS Position: Q2 2026 in Review

Clearstead Advisors increased its A.O. Smith (AOS) stake by 92% in Q2 2026, buying an estimated $18.7K and bringing the position to 641 shares worth $40.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Clearstead Advisors first reported a position in AOS in Q2 2021 and has held it in 12 quarters since. The position peaked at $55.8K in Q4 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Clearstead Advisors held 641 shares of A.O. Smith worth $40.2K as of Q2 2026.
  • Clearstead Advisors bought 308 A.O. Smith shares in Q2 2026, an estimated $18.7K.
  • A.O. Smith made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1573 holding.
  • Clearstead Advisors first reported a position in A.O. Smith in Q2 2021 and has held it in 12 quarters since.
  • Clearstead Advisors's A.O. Smith position peaked at $55.8K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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