HighTower Advisors
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HighTower Advisors’s A.O. Smith AOS Stock Holding History

HighTower 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
2019
Q3 		– Sell
-1,500
Closed -$5K – 2412
2019
Q2 		$5K Buy
+1,500
New +$73.6K ﹤0.01% 2318

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

HighTower Advisors's AOS Position: Q2 2026 in Review

HighTower Advisors reduced its A.O. Smith (AOS) stake by 11% in Q2 2026, selling an estimated $94.8K and leaving 12,806 shares worth $803K. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

HighTower Advisors first reported a position in AOS in Q1 2016 and has held it in 42 quarters since. The position peaked at $8.85M in Q1 2019. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • HighTower Advisors held 12,806 shares of A.O. Smith worth $803K as of Q2 2026.
  • HighTower Advisors sold 1,564 A.O. Smith shares in Q2 2026, an estimated $94.8K.
  • A.O. Smith made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #2378 holding.
  • HighTower Advisors first reported a position in A.O. Smith in Q1 2016 and has held it in 42 quarters since.
  • HighTower Advisors's A.O. Smith position peaked at $8.85M in Q1 2019.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.