MCF Advisors’s A.O. Smith AOS Stock Holding History

MCF Advisors’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	$130K	Sell	2,072 -1,838	-47%	-$111K	﹤0.01%	494
2026 Q1	$258K	Buy	+3,910	New	+$282K	0.01%	354
2025 Q1	–	Sell	-10	Closed	-$683	–	921
2024 Q4	$683	Sell	10 -2	-17%	-$151	﹤0.01%	941
2024 Q3	$1.08K	Hold	12	–	–	﹤0.01%	902
2024 Q2	$982	Hold	12	–	–	﹤0.01%	915
2024 Q1	$1.07K	Buy	12 +2	+20%	+$165	﹤0.01%	875
2023 Q4	$825	Hold	10	–	–	﹤0.01%	855
2023 Q3	$662	Hold	10	–	–	﹤0.01%	861
2023 Q2	$728	Hold	10	–	–	﹤0.01%	806
2023 Q1	$692	Hold	10	–	–	﹤0.01%	803
2022 Q4	$572	Hold	10	–	–	﹤0.01%	787
2022 Q3	$0	Hold	10	–	–	﹤0.01%	814
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	671
2022 Q1	$1K	Buy	+10	New	+$728	﹤0.01%	676
2021 Q4	–	Sell	-10	Closed	-$1K	–	83
2021 Q3	$1K	Buy	+10	New	+$698	﹤0.01%	657
2020 Q3	–	Sell	-5	Closed	–	–	464
2020 Q2	$0	Buy	+5	New	+$218	﹤0.01%	474

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

MCF Advisors's AOS Position: Q2 2026 in Review

MCF Advisors reduced its A.O. Smith (AOS) stake by 47% in Q2 2026, selling an estimated $111K and leaving 2,072 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

MCF Advisors first reported a position in AOS in Q2 2020 and has held it in 16 quarters since. The position peaked at $258K in Q1 2026. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

MCF Advisors held 2,072 shares of A.O. Smith worth $130K as of Q2 2026.
MCF Advisors sold 1,838 A.O. Smith shares in Q2 2026, an estimated $111K.
A.O. Smith made up ﹤0.01% of MCF Advisors's portfolio in Q2 2026, its #494 holding.
MCF Advisors first reported a position in A.O. Smith in Q2 2020 and has held it in 16 quarters since.
MCF Advisors's A.O. Smith position peaked at $258K in Q1 2026.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on MCF Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.