Key Financial Inc’s A.O. Smith AOS Stock Holding History

Key Financial Inc’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	$8.97K	Hold	143	–	–	﹤0.01%	905
2026 Q1	$9.43K	Hold	143	–	–	﹤0.01%	895
2025 Q4	$9.56K	Hold	143	–	–	﹤0.01%	895
2025 Q3	$10.5K	Hold	143	–	–	﹤0.01%	869
2025 Q2	$9.38K	Hold	143	–	–	﹤0.01%	871
2025 Q1	$9.35K	Hold	143	–	–	﹤0.01%	833
2024 Q4	$9.75K	Hold	143	–	–	﹤0.01%	815
2024 Q3	$12.8K	Hold	143	–	–	﹤0.01%	737
2024 Q2	$11.7K	Buy	143 +10	+8%	+$846	﹤0.01%	739
2024 Q1	$11.9K	Hold	133	–	–	﹤0.01%	710
2023 Q4	$11K	Hold	133	–	–	﹤0.01%	716
2023 Q3	$8.79K	Hold	133	–	–	﹤0.01%	752
2023 Q2	$9.68K	Hold	133	–	–	﹤0.01%	738
2023 Q1	$9.2K	Hold	133	–	–	﹤0.01%	704
2022 Q4	$6.46K	Hold	133	–	–	﹤0.01%	733
2022 Q3	$6K	Hold	133	–	–	﹤0.01%	740
2022 Q2	$7K	Hold	133	–	–	﹤0.01%	709
2022 Q1	$8K	Hold	133	–	–	﹤0.01%	679
2021 Q4	$11K	Hold	133	–	–	0.01%	567
2021 Q3	$8K	Hold	133	–	–	﹤0.01%	614
2021 Q2	$9K	Buy	+133	New	+$9.18K	0.01%	581

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Key Financial Inc's AOS Position: Q2 2026 in Review

Key Financial Inc held its A.O. Smith (AOS) position steady in Q2 2026 at 143 shares worth $8.97K. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Key Financial Inc first reported a position in AOS in Q2 2021 and has held it in 21 quarters since. The position peaked at $12.8K in Q3 2024. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Key Financial Inc held 143 shares of A.O. Smith worth $8.97K as of Q2 2026.
Key Financial Inc left its A.O. Smith share count unchanged in Q2 2026.
A.O. Smith made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #905 holding.
Key Financial Inc first reported a position in A.O. Smith in Q2 2021 and has held it in 21 quarters since.
Key Financial Inc's A.O. Smith position peaked at $12.8K in Q3 2024.
614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.