HFS
AOS icon

Hantz Financial Services’s A.O. Smith AOS Stock Holding History

Hantz Financial Services’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 		$245K Sell
3,900
-461
-11% -$27.9K ﹤0.01% 1022
2026
Q1 		$288K Buy
4,361
+3,613
+483% +$260K ﹤0.01% 859
2025
Q4 		$50K Buy
748
+635
+562% +$42.9K ﹤0.01% 1433
2025
Q3 		$8K Buy
113
+94
+495% +$6.71K ﹤0.01% 1892
2025
Q2 		$1K Buy
+19
New +$1.24K ﹤0.01% 2051

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

Hantz Financial Services's AOS Position: Q2 2026 in Review

Hantz Financial Services reduced its A.O. Smith (AOS) stake by 11% in Q2 2026, selling an estimated $27.9K and leaving 3,900 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #1022.

Hantz Financial Services first reported a position in AOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $288K in Q1 2026. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Hantz Financial Services held 3,900 shares of A.O. Smith worth $245K as of Q2 2026.
  • Hantz Financial Services sold 461 A.O. Smith shares in Q2 2026, an estimated $27.9K.
  • A.O. Smith made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1022 holding.
  • Hantz Financial Services first reported a position in A.O. Smith in Q2 2025 and has held it in 5 quarters since.
  • Hantz Financial Services's A.O. Smith position peaked at $288K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.