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Hughes Financial Services’s A.O. Smith AOS Stock Holding History

Hughes Financial Services’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 		$125 Buy
+2
New +$121 ﹤0.01% 1392
2025
Q2 		– Sell
-8
Closed -$525 – 1052
2025
Q1 		$525 Buy
+8
New +$541 ﹤0.01% 871

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

Hughes Financial Services's AOS Position: Q2 2026 in Review

Hughes Financial Services opened a new position in A.O. Smith (AOS) in Q2 2026: 2 shares worth $125. The stake represents ﹤0.01% of the portfolio and ranks #1392 among its holdings. This is a return to the name: Hughes Financial Services previously reported a position in AOS as recently as Q1 2025.

Hughes Financial Services first reported a position in AOS in Q1 2025 and has held it in 2 quarters since. The position peaked at $525 in Q1 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Hughes Financial Services held 2 shares of A.O. Smith worth $125 as of Q2 2026.
  • A.O. Smith was a new Hughes Financial Services position in Q2 2026.
  • A.O. Smith made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1392 holding.
  • Hughes Financial Services first reported a position in A.O. Smith in Q1 2025 and has held it in 2 quarters since.
  • Hughes Financial Services's A.O. Smith position peaked at $525 in Q1 2025.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.