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Hardy Reed’s A.O. Smith AOS Stock Holding History

Hardy Reed’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 		$230K Buy
3,668
+48
+1% +$2.91K 0.01% 233
2026
Q1 		$239K Sell
3,620
-11
-0.3% -$793 0.02% 221
2025
Q4 		$243K Buy
3,631
+11
+0.3% +$743 0.02% 214
2025
Q3 		$266K Hold
3,620
– – 0.02% 205
2025
Q2 		$237K Sell
3,620
-40
-1% -$2.62K 0.02% 215
2025
Q1 		$239K Buy
3,660
+40
+1% +$2.7K 0.02% 210
2024
Q4 		$247K Hold
3,620
– – 0.02% 214
2024
Q3 		$325K Buy
+3,620
New +$300K 0.03% 178

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

Hardy Reed's AOS Position: Q2 2026 in Review

Hardy Reed increased its A.O. Smith (AOS) stake by 1.3% in Q2 2026, buying an estimated $2.91K and bringing the position to 3,668 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #233.

Hardy Reed first reported a position in AOS in Q3 2024 and has held it in 8 quarters since. The position peaked at $325K in Q3 2024. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Hardy Reed held 3,668 shares of A.O. Smith worth $230K as of Q2 2026.
  • Hardy Reed bought 48 A.O. Smith shares in Q2 2026, an estimated $2.91K.
  • A.O. Smith made up 0.01% of Hardy Reed's portfolio in Q2 2026, its #233 holding.
  • Hardy Reed first reported a position in A.O. Smith in Q3 2024 and has held it in 8 quarters since.
  • Hardy Reed's A.O. Smith position peaked at $325K in Q3 2024.
  • 614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Hardy Reed's 13F filing for Q2 2026, filed 3 Aug 2026.