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SBI Securities’s A.O. Smith AOS Stock Holding History

SBI Securities’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 		$133K Sell
2,119
-4,068
-66% -$247K ﹤0.01% 807
2026
Q1 		$408K Sell
6,187
-251
-4% -$18.1K 0.01% 451
2025
Q4 		$431K Sell
6,438
-430
-6% -$29.1K 0.01% 425
2025
Q3 		$504K Sell
6,868
-364
-5% -$26K 0.01% 386
2025
Q2 		$474K Sell
7,232
-144
-2% -$9.42K 0.01% 384
2025
Q1 		$482K Buy
7,376
+246
+3% +$16.6K 0.02% 344
2024
Q4 		$486K Buy
+7,130
New +$540K 0.02% 345

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 $3.37T AUM 44.26% 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

SBI Securities's AOS Position: Q2 2026 in Review

SBI Securities reduced its A.O. Smith (AOS) stake by 66% in Q2 2026, selling an estimated $247K and leaving 2,119 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

SBI Securities first reported a position in AOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $504K in Q3 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • SBI Securities held 2,119 shares of A.O. Smith worth $133K as of Q2 2026.
  • SBI Securities sold 4,068 A.O. Smith shares in Q2 2026, an estimated $247K.
  • A.O. Smith made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #807 holding.
  • SBI Securities first reported a position in A.O. Smith in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's A.O. Smith position peaked at $504K in Q3 2025.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.