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

United Capital 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 		$302K Buy
4,819
+849
+21% +$51.5K ﹤0.01% 1361
2026
Q1 		$262K Buy
+3,970
New +$286K ﹤0.01% 1423
2024
Q4 		– Sell
-2,708
Closed -$243K – 1062
2024
Q3 		$243K Sell
2,708
-94
-3% -$7.78K ﹤0.01% 943
2024
Q2 		$229K Sell
2,802
-9
-0.3% -$762 ﹤0.01% 940
2024
Q1 		$251K Sell
2,811
-463
-14% -$38.2K ﹤0.01% 935
2023
Q4 		$270K Buy
+3,274
New +$241K ﹤0.01% 908

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 $3.38T AUM 44.17% 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

United Capital Financial Advisors's AOS Position: Q2 2026 in Review

United Capital Financial Advisors increased its A.O. Smith (AOS) stake by 21% in Q2 2026, buying an estimated $51.5K and bringing the position to 4,819 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

United Capital Financial Advisors first reported a position in AOS in Q4 2023 and has held it in 6 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • United Capital Financial Advisors held 4,819 shares of A.O. Smith worth $302K as of Q2 2026.
  • United Capital Financial Advisors bought 849 A.O. Smith shares in Q2 2026, an estimated $51.5K.
  • A.O. Smith made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1361 holding.
  • United Capital Financial Advisors first reported a position in A.O. Smith in Q4 2023 and has held it in 6 quarters since.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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