MAI Capital Management’s A.O. Smith AOS Stock Holding History

MAI Capital Management’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	$530K	Buy	8,442 +879	+12%	+$53.3K	﹤0.01%	1276
2026 Q1	$499K	Buy	7,563 +751	+11%	+$54.1K	﹤0.01%	1030
2025 Q4	$456K	Sell	6,812 -160	-2%	-$10.8K	﹤0.01%	995
2025 Q3	$512K	Buy	6,972 +6,738	+2,879%	+$481K	﹤0.01%	903
2025 Q2	$15.4K	Buy	234 +74	+46%	+$4.84K	﹤0.01%	2491
2025 Q1	$10.4K	Buy	160 +1	+0.6%	+$68	﹤0.01%	2463
2024 Q4	$10.8K	Buy	+159	New	+$12K	﹤0.01%	2486
2024 Q3	–	Sell	-4,375	Closed	-$358K	–	1113
2024 Q2	$358K	Sell	4,375 -322	-7%	-$27.3K	﹤0.01%	936
2024 Q1	$420K	Sell	4,697 -452	-9%	-$37.3K	﹤0.01%	868
2023 Q4	$424K	Buy	+5,149	New	+$380K	0.01%	757
2022 Q1	–	Sell	-5,180	Closed	-$445K	–	926
2021 Q4	$445K	Buy	+5,180	New	+$395K	0.01%	604
2014 Q2	–	Sell	-23,650	Closed	-$544K	–	395
2014 Q1	$544K	Sell	23,650 -1,370	-5%	-$33.4K	0.05%	213
2013 Q4	$675K	Buy	25,020 +260	+1%	+$6.66K	0.07%	185
2013 Q3	$560K	Hold	24,760	–	–	0.07%	177
2013 Q2	$449K	Buy	+24,760	New	+$463K	0.06%	196

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

MAI Capital Management's AOS Position: Q2 2026 in Review

MAI Capital Management increased its A.O. Smith (AOS) stake by 12% in Q2 2026, buying an estimated $53.3K and bringing the position to 8,442 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

MAI Capital Management first reported a position in AOS in Q2 2013 and has held it in 15 quarters since. The position peaked at $675K in Q4 2013. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

MAI Capital Management held 8,442 shares of A.O. Smith worth $530K as of Q2 2026.
MAI Capital Management bought 879 A.O. Smith shares in Q2 2026, an estimated $53.3K.
A.O. Smith made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1276 holding.
MAI Capital Management first reported a position in A.O. Smith in Q2 2013 and has held it in 15 quarters since.
MAI Capital Management's A.O. Smith position peaked at $675K in Q4 2013.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.