Resonant Capital Advisors’s A.O. Smith AOS Stock Holding History

Resonant Capital 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	$541K	Buy	8,626 +700	+9%	+$42.4K	0.03%	280
2026 Q1	$523K	Buy	+7,926	New	+$571K	0.03%	262
2024 Q3	–	Sell	-4,144	Closed	-$339K	–	353
2024 Q2	$339K	Buy	4,144 +26	+0.6%	+$2.2K	0.03%	247
2024 Q1	$368K	Sell	4,118 -6	-0.1%	-$495	0.03%	235
2023 Q4	$340K	Sell	4,124 -994	-19%	-$73.3K	0.03%	219
2023 Q3	$338K	Sell	5,118 -31	-0.6%	-$2.2K	0.04%	205
2023 Q2	$375K	Buy	5,149 +31	+0.6%	+$2.12K	0.04%	182
2023 Q1	$354K	Sell	5,118 -992	-16%	-$64.5K	0.04%	186
2022 Q4	$350K	Sell	6,110 -71	-1%	-$3.97K	0.04%	191
2022 Q3	$300K	Buy	6,181 +29	+0.5%	+$1.67K	0.05%	188
2022 Q2	$336K	Buy	6,152 +40	+0.7%	+$2.4K	0.05%	186
2022 Q1	$403K	Sell	6,112 -16	-0.3%	-$1.16K	0.06%	157
2021 Q4	$526K	Sell	6,128 -872	-12%	-$66.5K	0.08%	136
2021 Q3	$427K	Hold	7,000	–	–	0.07%	138
2021 Q2	$504K	Hold	7,000	–	–	0.1%	110
2021 Q1	$473K	Hold	7,000	–	–	0.1%	112
2020 Q4	$384K	Hold	7,000	–	–	0.09%	124
2020 Q3	$370K	Hold	7,000	–	–	0.11%	112
2020 Q2	$330K	Hold	7,000	–	–	0.1%	136
2020 Q1	$265K	Hold	7,000	–	–	0.1%	166
2019 Q4	$333K	Buy	+7,000	New	+$339K	0.11%	167

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

Resonant Capital Advisors's AOS Position: Q2 2026 in Review

Resonant Capital Advisors increased its A.O. Smith (AOS) stake by 8.8% in Q2 2026, buying an estimated $42.4K and bringing the position to 8,626 shares worth $541K. The position accounts for 0.03% of the portfolio, ranked #280.

Resonant Capital Advisors first reported a position in AOS in Q4 2019 and has held it in 21 quarters since. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Resonant Capital Advisors held 8,626 shares of A.O. Smith worth $541K as of Q2 2026.
Resonant Capital Advisors bought 700 A.O. Smith shares in Q2 2026, an estimated $42.4K.
A.O. Smith made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #280 holding.
Resonant Capital Advisors first reported a position in A.O. Smith in Q4 2019 and has held it in 21 quarters since.
614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.