Raymond James Financial
AOS icon

Raymond James Financial’s A.O. Smith AOS Stock Holding History

Raymond James Financial’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 		$13.4M Buy
214,301
+100,957
+89% +$6.12M ﹤0.01% 1886
2026
Q1 		$7.47M Sell
113,344
-27,147
-19% -$1.96M ﹤0.01% 2256
2025
Q4 		$9.4M Sell
140,491
-6,094
-4% -$412K ﹤0.01% 2016
2025
Q3 		$10.8M Buy
146,585
+35,693
+32% +$2.55M ﹤0.01% 1866
2025
Q2 		$7.27M Buy
110,892
+6,713
+6% +$439K ﹤0.01% 2111
2025
Q1 		$6.81M Buy
104,179
+1,338
+1% +$90.4K ﹤0.01% 2102
2024
Q4 		$7.01M Buy
+102,841
New +$7.79M ﹤0.01% 2097

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 $3.38T AUM 44.17% 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

Raymond James Financial's AOS Position: Q2 2026 in Review

Raymond James Financial increased its A.O. Smith (AOS) stake by 89% in Q2 2026, buying an estimated $6.12M and bringing the position to 214,301 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Raymond James Financial first reported a position in AOS in Q4 2024 and has held it in 7 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Raymond James Financial held 214,301 shares of A.O. Smith worth $13.4M as of Q2 2026.
  • Raymond James Financial bought 100,957 A.O. Smith shares in Q2 2026, an estimated $6.12M.
  • A.O. Smith made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #1886 holding.
  • Raymond James Financial first reported a position in A.O. Smith in Q4 2024 and has held it in 7 quarters since.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.