Summit Securities Group’s A.O. Smith AOS Stock Holding History

Summit Securities Group’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	$2.32K	Buy	37 +19	+106%	+$1.15K	﹤0.01%	1081
2026 Q1	$1.19K	Sell	18 -150	-89%	-$10.8K	﹤0.01%	986
2025 Q4	$11.2K	Sell	168 -30	-15%	-$2.03K	﹤0.01%	880
2025 Q3	$14.5K	Buy	198 +120	+154%	+$8.56K	﹤0.01%	835
2025 Q2	$5.11K	Sell	78 -901	-92%	-$58.9K	﹤0.01%	972
2025 Q1	$64K	Buy	+979	New	+$66.2K	0.01%	289
2024 Q1	–	Sell	-1	Closed	–	–	452
2023 Q4	$0	Buy	+1	New	+$74	﹤0.01%	657
2023 Q3	–	Sell	-162	Closed	-$12K	–	559
2023 Q2	$12K	Sell	162 -88	-35%	-$6.03K	﹤0.01%	745
2023 Q1	$17K	Buy	250 +123	+97%	+$7.99K	﹤0.01%	644
2022 Q4	$7K	Buy	127 +126	+12,600%	+$7.04K	﹤0.01%	1062
2022 Q3	$0	Sell	1 -272	-100%	-$15.6K	﹤0.01%	917
2022 Q2	$15K	Buy	273 +219	+406%	+$13.1K	﹤0.01%	800
2022 Q1	$3K	Buy	+54	New	+$3.93K	﹤0.01%	1014

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

Summit Securities Group's AOS Position: Q2 2026 in Review

Summit Securities Group increased its A.O. Smith (AOS) stake by 106% in Q2 2026, buying an estimated $1.15K and bringing the position to 37 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1081.

Summit Securities Group first reported a position in AOS in Q1 2022 and has held it in 13 quarters since. The position peaked at $64K in Q1 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Summit Securities Group held 37 shares of A.O. Smith worth $2.32K as of Q2 2026.
Summit Securities Group bought 19 A.O. Smith shares in Q2 2026, an estimated $1.15K.
A.O. Smith made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #1081 holding.
Summit Securities Group first reported a position in A.O. Smith in Q1 2022 and has held it in 13 quarters since.
Summit Securities Group's A.O. Smith position peaked at $64K in Q1 2025.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.