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

NewEdge 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 		$1.46M Buy
23,247
+562
+2% +$34.1K ﹤0.01% 1409
2026
Q1 		$1.5M Sell
22,685
-1,542
-6% -$111K 0.01% 1258
2025
Q4 		$1.62M Buy
24,227
+19,298
+392% +$1.3M 0.01% 1182
2025
Q3 		$362K Buy
4,929
+117
+2% +$8.35K ﹤0.01% 2041
2025
Q2 		$316K Buy
4,812
+3,227
+204% +$211K ﹤0.01% 1988
2025
Q1 		$104K Sell
1,585
-96
-6% -$6.49K ﹤0.01% 2281
2024
Q4 		$115K Sell
1,681
-2,906
-63% -$220K ﹤0.01% 2239
2024
Q3 		$412K Sell
4,587
-223
-5% -$18.5K ﹤0.01% 1590
2024
Q2 		$393K Sell
4,810
-383
-7% -$32.4K ﹤0.01% 1555
2024
Q1 		$465K Buy
5,193
+2,614
+101% +$216K ﹤0.01% 1388
2023
Q4 		$213K Buy
2,579
+438
+20% +$32.3K ﹤0.01% 1691
2023
Q3 		$142K Sell
2,141
-17,161
-89% -$1.22M ﹤0.01% 1729
2023
Q2 		$1.4M Sell
19,302
-1,738
-8% -$119K 0.02% 717
2023
Q1 		$1.46M Buy
21,040
+4,448
+27% +$289K 0.02% 642
2022
Q4 		$832K Buy
+16,592
New +$928K 0.02% 573
2022
Q1 		– Sell
-11,838
Closed -$1.02M – 1173
2021
Q4 		$1.02M Buy
+11,838
New +$902K 0.02% 722
2017
Q3 		– Sell
-1,250
Closed -$71.5K – 405
2017
Q2 		$71.5K Buy
+1,250
New +$67.5K 0.01% 477

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

NewEdge Advisors's AOS Position: Q2 2026 in Review

NewEdge Advisors increased its A.O. Smith (AOS) stake by 2.5% in Q2 2026, buying an estimated $34.1K and bringing the position to 23,247 shares worth $1.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

NewEdge Advisors first reported a position in AOS in Q2 2017 and has held it in 17 quarters since. The position peaked at $1.62M in Q4 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • NewEdge Advisors held 23,247 shares of A.O. Smith worth $1.46M as of Q2 2026.
  • NewEdge Advisors bought 562 A.O. Smith shares in Q2 2026, an estimated $34.1K.
  • A.O. Smith made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1409 holding.
  • NewEdge Advisors first reported a position in A.O. Smith in Q2 2017 and has held it in 17 quarters since.
  • NewEdge Advisors's A.O. Smith position peaked at $1.62M in Q4 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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