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Harbour Investments’s A.O. Smith AOS Stock Holding History

Harbour Investments’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 		$17.3K Buy
276
+40
+17% +$2.42K ﹤0.01% 3038
2026
Q1 		$15.6K Buy
236
+24
+11% +$1.73K ﹤0.01% 3017
2025
Q4 		$14.2K Sell
212
-2
-0.9% -$135 ﹤0.01% 2581
2025
Q3 		$15.7K Hold
214
– – ﹤0.01% 2470
2025
Q2 		$14K Sell
214
-54
-20% -$3.53K ﹤0.01% 2397
2025
Q1 		$17.5K Buy
268
+54
+25% +$3.65K ﹤0.01% 2249
2024
Q4 		$14.6K Sell
214
-50
-19% -$3.79K ﹤0.01% 2272
2024
Q3 		$23.7K Sell
264
-6,500
-96% -$538K ﹤0.01% 1981
2024
Q2 		$553K Buy
6,764
+6,500
+2,462% +$550K 0.02% 579
2024
Q1 		$23.6K Buy
264
+200
+313% +$16.5K ﹤0.01% 1879
2023
Q4 		$5.28K Buy
64
+62
+3,100% +$4.57K ﹤0.01% 2388
2023
Q3 		$132 Hold
2
– – ﹤0.01% 2907
2023
Q2 		$146 Hold
2
– – ﹤0.01% 2921
2023
Q1 		$138 Sell
2
-33
-94% -$2.15K ﹤0.01% 2901
2022
Q4 		$2K Buy
35
+2
+6% +$112 ﹤0.01% 2514
2022
Q3 		$2K Hold
33
– – ﹤0.01% 2391
2022
Q2 		$2K Buy
+33
New +$1.98K ﹤0.01% 2391
2021
Q4 		$3K Sell
33
-12
-27% -$915 ﹤0.01% 2288
2021
Q3 		$3K Buy
45
+1
+2% +$70 ﹤0.01% 3149
2021
Q2 		$3K Sell
44
-3
-6% -$207 ﹤0.01% 3208
2021
Q1 		$3K Buy
+47
New +$2.86K ﹤0.01% 3057

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 $3.38T AUM 44.17% 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

Harbour Investments's AOS Position: Q2 2026 in Review

Harbour Investments increased its A.O. Smith (AOS) stake by 17% in Q2 2026, buying an estimated $2.42K and bringing the position to 276 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

Harbour Investments first reported a position in AOS in Q1 2021 and has held it in 21 quarters since. The position peaked at $553K in Q2 2024. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Harbour Investments held 276 shares of A.O. Smith worth $17.3K as of Q2 2026.
  • Harbour Investments bought 40 A.O. Smith shares in Q2 2026, an estimated $2.42K.
  • A.O. Smith made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3038 holding.
  • Harbour Investments first reported a position in A.O. Smith in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's A.O. Smith position peaked at $553K in Q2 2024.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.