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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors's AOS Position: Q1 2026 in Review

HighTower Advisors increased its A.O. Smith (AOS) stake by 2.3% in Q1 2026, buying an estimated $23.6K and bringing the position to 14,370 shares worth $948K. The position accounts for ﹤0.01% of the portfolio, ranked #2221.

HighTower Advisors first reported a position in AOS in Q1 2016 and has held it in 41 quarters since. The position peaked at $8.85M in Q1 2019. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • HighTower Advisors held 14,370 shares of A.O. Smith worth $948K as of Q1 2026.
  • HighTower Advisors bought 328 A.O. Smith shares in Q1 2026, an estimated $23.6K.
  • A.O. Smith made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2221 holding.
  • HighTower Advisors first reported a position in A.O. Smith in Q1 2016 and has held it in 41 quarters since.
  • HighTower Advisors's A.O. Smith position peaked at $8.85M in Q1 2019.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.