Transamerica Financial Advisors’s A.O. Smith AOS Stock Holding History

Transamerica Financial 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	$4.2K	Buy	67 +20	+43%	+$1.21K	﹤0.01%	1164
2026 Q1	$3.11K	Buy	47 +6	+15%	+$432	﹤0.01%	1125
2025 Q4	$2.75K	Sell	41 -18	-31%	-$1.22K	﹤0.01%	1075
2025 Q3	$4.27K	Buy	59 +58	+5,800%	+$4.14K	﹤0.01%	905
2025 Q2	$32	Hold	1	–	–	﹤0.01%	552
2025 Q1	$1K	Sell	1 -842	-100%	-$56.9K	﹤0.01%	427
2024 Q4	$58K	Sell	843 -61	-7%	-$4.62K	0.01%	306
2024 Q3	$82K	Buy	+904	New	+$74.8K	0.01%	286
2023 Q4	–	Sell	-250	Closed	-$17K	–	627
2023 Q3	$17K	Hold	250	–	–	﹤0.01%	307
2023 Q2	$19K	Hold	250	–	–	﹤0.01%	286
2023 Q1	$18K	Buy	+250	New	+$16.2K	﹤0.01%	300

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

Transamerica Financial Advisors's AOS Position: Q2 2026 in Review

Transamerica Financial Advisors increased its A.O. Smith (AOS) stake by 43% in Q2 2026, buying an estimated $1.21K and bringing the position to 67 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

Transamerica Financial Advisors first reported a position in AOS in Q1 2023 and has held it in 11 quarters since. The position peaked at $82K in Q3 2024. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Transamerica Financial Advisors held 67 shares of A.O. Smith worth $4.2K as of Q2 2026.
Transamerica Financial Advisors bought 20 A.O. Smith shares in Q2 2026, an estimated $1.21K.
A.O. Smith made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1164 holding.
Transamerica Financial Advisors first reported a position in A.O. Smith in Q1 2023 and has held it in 11 quarters since.
Transamerica Financial Advisors's A.O. Smith position peaked at $82K in Q3 2024.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.