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

Rational 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	$3.45K	Buy	55 +18	+49%	+$1.09K	﹤0.01%	195
2026 Q1	$2.44K	Hold	37	–	–	﹤0.01%	177
2025 Q4	$2.48K	Sell	37 -5	-12%	-$338	﹤0.01%	182
2025 Q3	$3.08K	Sell	42 -30	-42%	-$2.14K	﹤0.01%	190
2025 Q2	$4.72K	Buy	+72	New	+$4.71K	﹤0.01%	190
2021 Q1	–	Sell	-1,753	Closed	-$96K	–	178
2020 Q4	$96K	Buy	1,753 +1,739	+12,421%	+$95.9K	0.03%	181
2020 Q3	$1K	Buy	+14	New	+$699	﹤0.01%	506
2019 Q2	–	Sell	-29,042	Closed	-$1.55M	–	558
2019 Q1	$1.55M	Buy	+29,042	New	+$1.44M	0.42%	82
2016 Q4	–	Sell	-2,000	Closed	-$99K	–	212
2016 Q3	$99K	Hold	2,000	–	–	0.07%	243
2016 Q2	$88K	Buy	+2,000	New	+$80.7K	0.06%	177
2015 Q3	$104K	Sell	3,200 -1,520	-32%	-$52K	0.04%	212
2015 Q2	$170K	Buy	4,720 +1,120	+31%	+$38.6K	0.05%	183
2015 Q1	$118K	Sell	3,600 -400	-10%	-$12.2K	0.03%	217
2014 Q4	$113K	Buy	+4,000	New	+$104K	0.02%	259

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

Rational Advisors's AOS Position: Q2 2026 in Review

Rational Advisors increased its A.O. Smith (AOS) stake by 49% in Q2 2026, buying an estimated $1.09K and bringing the position to 55 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Rational Advisors first reported a position in AOS in Q4 2014 and has held it in 14 quarters since. The position peaked at $1.55M in Q1 2019. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Rational Advisors held 55 shares of A.O. Smith worth $3.45K as of Q2 2026.
Rational Advisors bought 18 A.O. Smith shares in Q2 2026, an estimated $1.09K.
A.O. Smith made up ﹤0.01% of Rational Advisors's portfolio in Q2 2026, its #195 holding.
Rational Advisors first reported a position in A.O. Smith in Q4 2014 and has held it in 14 quarters since.
Rational Advisors's A.O. Smith position peaked at $1.55M in Q1 2019.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Rational Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.