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

Clearstead Trust’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 		$24.6K Buy
392
+335
+588% +$20.3K ﹤0.01% 424
2026
Q1 		$3.76K Buy
57
+47
+470% +$3.39K ﹤0.01% 804
2025
Q4 		$669 Sell
10
-56
-85% -$3.78K ﹤0.01% 972
2025
Q3 		$4.85K Buy
66
+45
+214% +$3.21K ﹤0.01% 773
2025
Q2 		$1.38K Sell
21
-34
-62% -$2.22K ﹤0.01% 1057
2025
Q1 		$3.6K Buy
+55
New +$3.72K ﹤0.01% 674

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

Clearstead Trust's AOS Position: Q2 2026 in Review

Clearstead Trust increased its A.O. Smith (AOS) stake by 588% in Q2 2026, buying an estimated $20.3K and bringing the position to 392 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Clearstead Trust first reported a position in AOS in Q1 2025 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Clearstead Trust held 392 shares of A.O. Smith worth $24.6K as of Q2 2026.
  • Clearstead Trust bought 335 A.O. Smith shares in Q2 2026, an estimated $20.3K.
  • A.O. Smith made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #424 holding.
  • Clearstead Trust first reported a position in A.O. Smith in Q1 2025 and has held it in 6 quarters since.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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