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

Monte 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 		$4.46M Buy
74,174
+14,430
+24% +$875K 1.43% 34
2026
Q1 		$3.94M Buy
+59,744
New +$4.31M 1.4% 34

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 $3.38T AUM 44.17% 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

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

Monte Financial Group increased its A.O. Smith (AOS) stake by 24% in Q2 2026, buying an estimated $875K and bringing the position to 74,174 shares worth $4.46M. The position accounts for 1.43% of the portfolio, ranked #34.

Monte Financial Group first reported a position in AOS in Q1 2026 and has held it in 2 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Monte Financial Group held 74,174 shares of A.O. Smith worth $4.46M as of Q2 2026.
  • Monte Financial Group bought 14,430 A.O. Smith shares in Q2 2026, an estimated $875K.
  • A.O. Smith made up 1.43% of Monte Financial Group's portfolio in Q2 2026, its #34 holding.
  • Monte Financial Group first reported a position in A.O. Smith in Q1 2026 and has held it in 2 quarters since.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.