New Age Alpha Advisors’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.32M Buy
+21,003
New +$1.27M 0.06% 390
2025
Q2
Sell
-792
Closed -$51.8K 841
2025
Q1
$51.8K Sell
792
-180
-19% -$12.2K ﹤0.01% 812
2024
Q4
$66.3K Buy
+972
New +$73.6K ﹤0.01% 775

Other funds holding AOS

New Age Alpha Advisors's AOS Position: Q2 2026 in Review

New Age Alpha Advisors opened a new position in A.O. Smith (AOS) in Q2 2026: 21,003 shares worth $1.32M. The stake represents 0.06% of the portfolio and ranks #390 among its holdings. This is a return to the name: New Age Alpha Advisors previously reported a position in AOS as recently as Q1 2025.

New Age Alpha Advisors first reported a position in AOS in Q4 2024 and has held it in 3 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • New Age Alpha Advisors held 21,003 shares of A.O. Smith worth $1.32M as of Q2 2026.
  • A.O. Smith was a new New Age Alpha Advisors position in Q2 2026.
  • A.O. Smith made up 0.06% of New Age Alpha Advisors's portfolio in Q2 2026, its #390 holding.
  • New Age Alpha Advisors first reported a position in A.O. Smith in Q4 2024 and has held it in 3 quarters since.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.