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NEOS Investment Management’s A.O. Smith AOS Stock Holding History

NEOS Investment 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 		$1.03M Buy
16,361
+990
+6% +$60K ﹤0.01% 568
2026
Q1 		$1.01M Buy
+15,371
New +$1.11M 0.01% 557

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

NEOS Investment Management's AOS Position: Q2 2026 in Review

NEOS Investment Management increased its A.O. Smith (AOS) stake by 6.4% in Q2 2026, buying an estimated $60K and bringing the position to 16,361 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #568.

NEOS Investment Management first reported a position in AOS in Q1 2026 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • NEOS Investment Management held 16,361 shares of A.O. Smith worth $1.03M as of Q2 2026.
  • NEOS Investment Management bought 990 A.O. Smith shares in Q2 2026, an estimated $60K.
  • A.O. Smith made up ﹤0.01% of NEOS Investment Management's portfolio in Q2 2026, its #568 holding.
  • NEOS Investment Management first reported a position in A.O. Smith in Q1 2026 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.