Kestra Private Wealth Services’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Other funds holding AOS
Kestra Private Wealth Services's AOS Position: Q2 2026 in Review
Kestra Private Wealth Services increased its A.O. Smith (AOS) stake by 16% in Q2 2026, buying an estimated $250K and bringing the position to 29,089 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #633.
Kestra Private Wealth Services first reported a position in AOS in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.04M in Q2 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.
- Kestra Private Wealth Services held 29,089 shares of A.O. Smith worth $1.82M as of Q2 2026.
- Kestra Private Wealth Services bought 4,117 A.O. Smith shares in Q2 2026, an estimated $250K.
- A.O. Smith made up 0.02% of Kestra Private Wealth Services's portfolio in Q2 2026, its #633 holding.
- Kestra Private Wealth Services first reported a position in A.O. Smith in Q4 2023 and has held it in 10 quarters since.
- Kestra Private Wealth Services's A.O. Smith position peaked at $2.04M in Q2 2025.
- 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.
Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.