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United Asset Strategies’s A.O. Smith AOS Stock Holding History

United Asset Strategies’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 		$717K Buy
11,424
+898
+9% +$54.4K 0.05% 179
2026
Q1 		$694K Buy
10,526
+939
+10% +$67.7K 0.06% 174
2025
Q4 		$641K Buy
9,587
+406
+4% +$27.4K 0.05% 179
2025
Q3 		$674K Buy
9,181
+276
+3% +$19.7K 0.05% 175
2025
Q2 		$584K Sell
8,905
-664
-7% -$43.4K 0.05% 182
2025
Q1 		$625K Buy
9,569
+371
+4% +$25.1K 0.06% 178
2024
Q4 		$627K Buy
9,198
+293
+3% +$22.2K 0.06% 169
2024
Q3 		$800K Sell
8,905
-71
-0.8% -$5.88K 0.07% 155
2024
Q2 		$734K Sell
8,976
-1,180
-12% -$99.9K 0.07% 157
2024
Q1 		$909K Buy
10,156
+152
+2% +$12.5K 0.09% 152
2023
Q4 		$825K Buy
10,004
+730
+8% +$53.8K 0.09% 152
2023
Q3 		$613K Buy
9,274
+909
+11% +$64.5K 0.08% 167
2023
Q2 		$609K Buy
8,365
+54
+0.6% +$3.7K 0.08% 160
2023
Q1 		$575K Buy
+8,311
New +$540K 0.08% 166

Other funds holding AOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

United Asset Strategies's AOS Position: Q2 2026 in Review

United Asset Strategies increased its A.O. Smith (AOS) stake by 8.5% in Q2 2026, buying an estimated $54.4K and bringing the position to 11,424 shares worth $717K. The position accounts for 0.05% of the portfolio, ranked #179.

United Asset Strategies first reported a position in AOS in Q1 2023 and has held it in 14 quarters since. The position peaked at $909K in Q1 2024. 397 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • United Asset Strategies held 11,424 shares of A.O. Smith worth $717K as of Q2 2026.
  • United Asset Strategies bought 898 A.O. Smith shares in Q2 2026, an estimated $54.4K.
  • A.O. Smith made up 0.05% of United Asset Strategies's portfolio in Q2 2026, its #179 holding.
  • United Asset Strategies first reported a position in A.O. Smith in Q1 2023 and has held it in 14 quarters since.
  • United Asset Strategies's A.O. Smith position peaked at $909K in Q1 2024.
  • 397 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.