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Private Advisor Group’s A.O. Smith AOS Stock Holding History

Private Advisor 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 		$201K Sell
3,202
-3,372
-51% -$204K ﹤0.01% 2361
2026
Q1 		$434K Buy
6,574
+359
+6% +$25.9K ﹤0.01% 1956
2025
Q4 		$416K Buy
6,215
+3,376
+119% +$228K ﹤0.01% 1941
2025
Q3 		$208K Buy
+2,839
New +$203K ﹤0.01% 2308
2025
Q2 		– Sell
-6,319
Closed -$413K – 2483
2025
Q1 		$413K Sell
6,319
-375
-6% -$25.3K ﹤0.01% 1701
2024
Q4 		$457K Buy
6,694
+3,712
+124% +$281K ﹤0.01% 1631
2024
Q3 		$268K Buy
+2,982
New +$247K ﹤0.01% 2025
2020
Q3 		– Sell
-525
Closed -$25K – 1650
2020
Q2 		$25K Buy
+525
New +$22.9K ﹤0.01% 2454
2020
Q1 		– Sell
-5,333
Closed -$254K – 1431
2019
Q4 		$254K Buy
5,333
+170
+3% +$8.24K ﹤0.01% 1351
2019
Q3 		$246K Buy
+5,163
New +$239K ﹤0.01% 1402
2019
Q2 		– Sell
-12,245
Closed -$653K – 1664
2019
Q1 		$653K Buy
12,245
+1,608
+15% +$79.9K 0.01% 856
2018
Q4 		$456K Sell
10,637
-481
-4% -$22.1K 0.01% 876
2018
Q3 		$593K Buy
11,118
+65
+0.6% +$3.82K 0.01% 915
2018
Q2 		$652K Buy
11,053
+5,443
+97% +$343K 0.01% 646
2018
Q1 		$357K Sell
5,610
-11,467
-67% -$740K 0.01% 808
2017
Q4 		$1.08M Buy
17,077
+6,066
+55% +$368K 0.05% 396
2017
Q3 		$669K Buy
+11,011
New +$617K 0.02% 751

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Private Advisor Group's AOS Position: Q2 2026 in Review

Private Advisor Group reduced its A.O. Smith (AOS) stake by 51% in Q2 2026, selling an estimated $204K and leaving 3,202 shares worth $201K. The position accounts for ﹤0.01% of the portfolio, ranked #2361.

Private Advisor Group first reported a position in AOS in Q3 2017 and has held it in 17 quarters since. The position peaked at $1.08M in Q4 2017. 204 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Private Advisor Group held 3,202 shares of A.O. Smith worth $201K as of Q2 2026.
  • Private Advisor Group sold 3,372 A.O. Smith shares in Q2 2026, an estimated $204K.
  • A.O. Smith made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #2361 holding.
  • Private Advisor Group first reported a position in A.O. Smith in Q3 2017 and has held it in 17 quarters since.
  • Private Advisor Group's A.O. Smith position peaked at $1.08M in Q4 2017.
  • 204 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.