UMB Bank’s A.O. Smith AOS Stock Holding History

UMB Bank’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	$70.3K	Sell	1,121 -95	-8%	-$5.76K	﹤0.01%	1188
2026 Q1	$80.2K	Sell	1,216 -80	-6%	-$5.77K	﹤0.01%	1066
2025 Q4	$86.7K	Sell	1,296 -13	-1%	-$878	﹤0.01%	1017
2025 Q3	$96.1K	Buy	1,309 +27	+2%	+$1.93K	﹤0.01%	888
2025 Q2	$84.1K	Buy	1,282 +21	+2%	+$1.37K	﹤0.01%	905
2025 Q1	$82.4K	Sell	1,261 -5	-0.4%	-$338	﹤0.01%	851
2024 Q4	$86.4K	Buy	1,266 +39	+3%	+$2.95K	﹤0.01%	734
2024 Q3	$110K	Buy	1,227 +136	+12%	+$11.3K	﹤0.01%	677
2024 Q2	$89.2K	Hold	1,091	–	–	﹤0.01%	715
2024 Q1	$97.6K	Buy	1,091 +3	+0.3%	+$247	﹤0.01%	702
2023 Q4	$89.7K	Hold	1,088	–	–	﹤0.01%	722
2023 Q3	$71.9K	Hold	1,088	–	–	﹤0.01%	751
2023 Q2	$79.2K	Hold	1,088	–	–	﹤0.01%	746
2023 Q1	$75.2K	Hold	1,088	–	–	﹤0.01%	748
2022 Q4	$62K	Hold	1,088	–	–	﹤0.01%	794
2022 Q3	$53K	Sell	1,088 -1,377	-56%	-$79.1K	﹤0.01%	851
2022 Q2	$134K	Hold	2,465	–	–	﹤0.01%	691
2022 Q1	$157K	Hold	2,465	–	–	﹤0.01%	693
2021 Q4	$212K	Buy	+2,465	New	+$188K	﹤0.01%	648

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

UMB Bank's AOS Position: Q2 2026 in Review

UMB Bank reduced its A.O. Smith (AOS) stake by 7.8% in Q2 2026, selling an estimated $5.76K and leaving 1,121 shares worth $70.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1188.

UMB Bank first reported a position in AOS in Q4 2021 and has held it in 19 quarters since. The position peaked at $212K in Q4 2021. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

UMB Bank held 1,121 shares of A.O. Smith worth $70.3K as of Q2 2026.
UMB Bank sold 95 A.O. Smith shares in Q2 2026, an estimated $5.76K.
A.O. Smith made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #1188 holding.
UMB Bank first reported a position in A.O. Smith in Q4 2021 and has held it in 19 quarters since.
UMB Bank's A.O. Smith position peaked at $212K in Q4 2021.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.