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HBK Sorce Advisory’s A.O. Smith AOS Stock Holding History

HBK Sorce Advisory’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 		$426K Sell
6,748
-1,088
-14% -$65.9K 0.01% 420
2026
Q1 		$459K Buy
7,836
+260
+3% +$18.7K 0.01% 392
2025
Q4 		$598K Sell
7,576
-208
-3% -$14.1K 0.01% 339
2025
Q3 		$539K Sell
7,784
-109
-1% -$7.78K 0.01% 345
2025
Q2 		$518K Sell
7,893
-391
-5% -$25.6K 0.01% 332
2025
Q1 		$541K Sell
8,284
-188
-2% -$12.7K 0.02% 324
2024
Q4 		$578K Sell
8,472
-207
-2% -$15.7K 0.02% 307
2024
Q3 		$780K Sell
8,679
-78
-0.9% -$6.46K 0.02% 256
2024
Q2 		$716K Sell
8,757
-359
-4% -$30.4K 0.03% 261
2024
Q1 		$816K Sell
9,116
-65
-0.7% -$5.36K 0.03% 248
2023
Q4 		$757K Sell
9,181
-96
-1% -$7.08K 0.03% 247
2023
Q3 		$613K Sell
9,277
-66
-0.7% -$4.68K 0.03% 274
2023
Q2 		$680K Sell
9,343
-493
-5% -$33.8K 0.03% 266
2023
Q1 		$680K Sell
9,836
-10,938
-53% -$711K 0.03% 273
2022
Q4 		$1.19M Buy
20,774
+14,994
+259% +$838K 0.03% 257
2022
Q3 		$281K Buy
5,780
+816
+16% +$46.9K 0.02% 377
2022
Q2 		$271K Sell
4,964
-883
-15% -$53K 0.02% 358
2022
Q1 		$374K Sell
5,847
-20
-0.3% -$1.46K 0.02% 358
2021
Q4 		$504K Buy
5,867
+96
+2% +$7.32K 0.03% 325
2021
Q3 		$352K Buy
5,771
+288
+5% +$20.1K 0.02% 398
2021
Q2 		$395K Sell
5,483
-187
-3% -$12.9K 0.02% 375
2021
Q1 		$383K Buy
5,670
+477
+9% +$29K 0.02% 344
2020
Q4 		$285K Buy
5,193
+869
+20% +$47.9K 0.02% 392
2020
Q3 		$228K Buy
4,324
+19
+0.4% +$949 0.02% 393
2020
Q2 		$203K Buy
+4,305
New +$188K 0.02% 405

Other funds holding AOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

HBK Sorce Advisory's AOS Position: Q2 2026 in Review

HBK Sorce Advisory reduced its A.O. Smith (AOS) stake by 14% in Q2 2026, selling an estimated $65.9K and leaving 6,748 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #420.

HBK Sorce Advisory first reported a position in AOS in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.19M in Q4 2022. 308 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • HBK Sorce Advisory held 6,748 shares of A.O. Smith worth $426K as of Q2 2026.
  • HBK Sorce Advisory sold 1,088 A.O. Smith shares in Q2 2026, an estimated $65.9K.
  • A.O. Smith made up 0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #420 holding.
  • HBK Sorce Advisory first reported a position in A.O. Smith in Q2 2020 and has held it in 25 quarters since.
  • HBK Sorce Advisory's A.O. Smith position peaked at $1.19M in Q4 2022.
  • 308 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.