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Larson Financial Group’s A.O. Smith AOS Stock Holding History

Larson Financial Group’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 		$577K Buy
9,193
+8,192
+818% +$497K 0.02% 518
2026
Q1 		$66K Buy
1,001
+359
+56% +$25.9K ﹤0.01% 1200
2025
Q4 		$43K Buy
642
+155
+32% +$10.5K ﹤0.01% 1307
2025
Q3 		$35.8K Buy
487
+197
+68% +$14.1K ﹤0.01% 1311
2025
Q2 		$19K Buy
290
+114
+65% +$7.46K ﹤0.01% 1514
2025
Q1 		$11.5K Buy
176
+14
+9% +$946 ﹤0.01% 1581
2024
Q4 		$11.1K Sell
162
-10
-6% -$757 ﹤0.01% 1446
2024
Q3 		$15.5K Sell
172
-1,011
-85% -$83.7K ﹤0.01% 1306
2024
Q2 		$96.8K Sell
1,183
-3,237
-73% -$274K 0.01% 658
2024
Q1 		$395K Buy
4,420
+1,713
+63% +$141K 0.03% 270
2023
Q4 		$223K Buy
2,707
+677
+33% +$49.9K 0.02% 332
2023
Q3 		$134K Buy
2,030
+434
+27% +$30.8K 0.01% 398
2023
Q2 		$116K Buy
1,596
+226
+16% +$15.5K 0.01% 404
2023
Q1 		$94.7K Buy
1,370
+6
+0.4% +$390 0.01% 444
2022
Q4 		$78.1K Buy
1,364
+7
+0.5% +$391 0.01% 440
2022
Q3 		$66K Buy
+1,357
New +$77.9K 0.01% 409

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

Larson Financial Group's AOS Position: Q2 2026 in Review

Larson Financial Group increased its A.O. Smith (AOS) stake by 818% in Q2 2026, buying an estimated $497K and bringing the position to 9,193 shares worth $577K. The position accounts for 0.02% of the portfolio, ranked #518.

Larson Financial Group first reported a position in AOS in Q3 2022 and has held it in 16 quarters since. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Larson Financial Group held 9,193 shares of A.O. Smith worth $577K as of Q2 2026.
  • Larson Financial Group bought 8,192 A.O. Smith shares in Q2 2026, an estimated $497K.
  • A.O. Smith made up 0.02% of Larson Financial Group's portfolio in Q2 2026, its #518 holding.
  • Larson Financial Group first reported a position in A.O. Smith in Q3 2022 and has held it in 16 quarters since.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.