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

Sovran 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 		$214K Buy
3,337
+22
+0.7% +$1.33K 0.02% 580
2026
Q1 		$205K Sell
3,315
-104
-3% -$7.5K 0.02% 560
2025
Q4 		$246K Buy
+3,419
New +$231K 0.02% 488

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

Sovran Advisors's AOS Position: Q2 2026 in Review

Sovran Advisors increased its A.O. Smith (AOS) stake by 0.66% in Q2 2026, buying an estimated $1.33K and bringing the position to 3,337 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #580.

Sovran Advisors first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $246K in Q4 2025. 608 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Sovran Advisors held 3,337 shares of A.O. Smith worth $214K as of Q2 2026.
  • Sovran Advisors bought 22 A.O. Smith shares in Q2 2026, an estimated $1.33K.
  • A.O. Smith made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #580 holding.
  • Sovran Advisors first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
  • Sovran Advisors's A.O. Smith position peaked at $246K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.