Prospera Financial Services’s A.O. Smith AOS Stock Holding History

Prospera Financial Services’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	$259K	Buy	4,135 +55	+1%	+$3.33K	﹤0.01%	1292
2026 Q1	$269K	Buy	4,080 +819	+25%	+$59K	﹤0.01%	1243
2025 Q4	$218K	Buy	3,261 +126	+4%	+$8.51K	﹤0.01%	1261
2025 Q3	$230K	Buy	3,135 +79	+3%	+$5.64K	﹤0.01%	1244
2025 Q2	$200K	Buy	+3,056	New	+$200K	﹤0.01%	1255
2022 Q3	–	Sell	-161	Closed	-$9K	–	868
2022 Q2	$9K	Sell	161 -1,779	-92%	-$107K	﹤0.01%	1354
2022 Q1	$124K	Buy	+1,940	New	+$141K	0.01%	1042
2020 Q4	–	Sell	-38	Closed	-$2K	–	717
2020 Q3	$2K	Buy	+38	New	+$1.9K	﹤0.01%	1436

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prospera Financial Services's AOS Position: Q2 2026 in Review

Prospera Financial Services increased its A.O. Smith (AOS) stake by 1.3% in Q2 2026, buying an estimated $3.33K and bringing the position to 4,135 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

Prospera Financial Services first reported a position in AOS in Q3 2020 and has held it in 8 quarters since. The position peaked at $269K in Q1 2026. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Prospera Financial Services held 4,135 shares of A.O. Smith worth $259K as of Q2 2026.
Prospera Financial Services bought 55 A.O. Smith shares in Q2 2026, an estimated $3.33K.
A.O. Smith made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1292 holding.
Prospera Financial Services first reported a position in A.O. Smith in Q3 2020 and has held it in 8 quarters since.
Prospera Financial Services's A.O. Smith position peaked at $269K in Q1 2026.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.