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GHP Investment Advisors’s A.O. Smith AOS Stock Holding History

GHP 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
2026
Q2 		$2.07M Buy
32,959
+10
+0% +$606 0.08% 239
2026
Q1 		$2.17M Buy
32,949
+2,491
+8% +$180K 0.09% 220
2025
Q4 		$2.04M Buy
30,458
+1,332
+5% +$90K 0.08% 230
2025
Q3 		$2.14M Buy
29,126
+1,009
+4% +$72K 0.09% 216
2025
Q2 		$1.84M Buy
28,117
+555
+2% +$36.3K 0.08% 228
2025
Q1 		$1.8M Sell
27,562
-1,536
-5% -$104K 0.09% 230
2024
Q4 		$1.98M Sell
29,098
-2,308
-7% -$175K 0.09% 227
2024
Q3 		$2.82M Buy
31,406
+2,166
+7% +$179K 0.13% 203
2024
Q2 		$2.39M Buy
29,240
+5,358
+22% +$453K 0.12% 210
2024
Q1 		$2.14M Buy
23,882
+2,512
+12% +$207K 0.11% 219
2023
Q4 		$1.76M Buy
21,370
+4,113
+24% +$303K 0.1% 231
2023
Q3 		$1.21M Buy
17,257
+1,601
+10% +$114K 0.07% 244
2023
Q2 		$1.12M Buy
15,656
+1,667
+12% +$114K 0.07% 252
2023
Q1 		$967K Buy
13,989
+1,489
+12% +$96.8K 0.06% 260
2022
Q4 		$716K Sell
12,500
-1,689
-12% -$94.4K 0.05% 277
2022
Q3 		$689K Buy
14,189
+1,835
+15% +$105K 0.05% 264
2022
Q2 		$676K Buy
12,354
+4,830
+64% +$290K 0.05% 268
2022
Q1 		$481K Buy
+7,524
New +$548K 0.03% 291

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

GHP Investment Advisors's AOS Position: Q2 2026 in Review

GHP Investment Advisors increased its A.O. Smith (AOS) stake by 0.03% in Q2 2026, buying an estimated $606 and bringing the position to 32,959 shares worth $2.07M. The position accounts for 0.08% of the portfolio, ranked #239.

GHP Investment Advisors first reported a position in AOS in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.82M in Q3 2024. 613 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • GHP Investment Advisors held 32,959 shares of A.O. Smith worth $2.07M as of Q2 2026.
  • GHP Investment Advisors bought 10 A.O. Smith shares in Q2 2026, an estimated $606.
  • A.O. Smith made up 0.08% of GHP Investment Advisors's portfolio in Q2 2026, its #239 holding.
  • GHP Investment Advisors first reported a position in A.O. Smith in Q1 2022 and has held it in 18 quarters since.
  • GHP Investment Advisors's A.O. Smith position peaked at $2.82M in Q3 2024.
  • 613 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.