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MUFG Securities Americas’s A.O. Smith AOS Stock Holding History

MUFG Securities Americas’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 		$211K Buy
3,372
+261
+8% +$15.8K 0.01% 499
2026
Q1 		$205K Buy
3,111
+57
+2% +$4.11K 0.01% 491
2025
Q4 		$204K Sell
3,054
-28
-0.9% -$1.89K 0.01% 496
2025
Q3 		$226K Buy
3,082
+506
+20% +$36.1K 0.01% 487
2025
Q2 		$169K Buy
2,576
+486
+23% +$31.8K 0.01% 487
2025
Q1 		$137K Buy
2,090
+331
+19% +$22.4K 0.02% 489
2024
Q4 		$120K Buy
+1,759
New +$133K 0.02% 494

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

MUFG Securities Americas's AOS Position: Q2 2026 in Review

MUFG Securities Americas increased its A.O. Smith (AOS) stake by 8.4% in Q2 2026, buying an estimated $15.8K and bringing the position to 3,372 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #499.

MUFG Securities Americas first reported a position in AOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $226K in Q3 2025. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • MUFG Securities Americas held 3,372 shares of A.O. Smith worth $211K as of Q2 2026.
  • MUFG Securities Americas bought 261 A.O. Smith shares in Q2 2026, an estimated $15.8K.
  • A.O. Smith made up 0.01% of MUFG Securities Americas's portfolio in Q2 2026, its #499 holding.
  • MUFG Securities Americas first reported a position in A.O. Smith in Q4 2024 and has held it in 7 quarters since.
  • MUFG Securities Americas's A.O. Smith position peaked at $226K in Q3 2025.
  • 614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on MUFG Securities Americas's 13F filing for Q2 2026, filed 14 Aug 2026.