Vident Advisory’s A.O. Smith AOS Stock Holding History

Vident Advisory’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 Q1	$2.64M	Buy	39,997 +22,079	+123%	+$1.59M	0.02%	543
2025 Q4	$1.2M	Sell	17,918 -461	-3%	-$31.2K	0.01%	732
2025 Q3	$1.35M	Buy	18,379 +10,391	+130%	+$742K	0.01%	703
2025 Q2	$524K	Sell	7,988 -17,698	-69%	-$1.16M	0.01%	1021
2025 Q1	$1.68M	Sell	25,686 -15,751	-38%	-$1.06M	0.02%	539
2024 Q4	$2.83M	Sell	41,437 -1,976	-5%	-$150K	0.05%	337
2024 Q3	$3.9M	Sell	43,413 -26,904	-38%	-$2.23M	0.1%	210
2024 Q2	$5.75M	Sell	70,317 -105,820	-60%	-$8.96M	0.16%	125
2024 Q1	$15.8M	Sell	176,137 -15,457	-8%	-$1.27M	0.33%	85
2023 Q4	$15.8M	Buy	191,594 +45,123	+31%	+$3.33M	0.4%	57
2023 Q3	$9.69M	Buy	+146,471	New	+$10.4M	0.3%	103

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vident Advisory's AOS Position: Q1 2026 in Review

Vident Advisory increased its A.O. Smith (AOS) stake by 123% in Q1 2026, buying an estimated $1.59M and bringing the position to 39,997 shares worth $2.64M. The position accounts for 0.02% of the portfolio, ranked #543.

Vident Advisory first reported a position in AOS in Q3 2023 and has held it in 11 quarters since. The position peaked at $15.8M in Q4 2023. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Vident Advisory held 39,997 shares of A.O. Smith worth $2.64M as of Q1 2026.
Vident Advisory bought 22,079 A.O. Smith shares in Q1 2026, an estimated $1.59M.
A.O. Smith made up 0.02% of Vident Advisory's portfolio in Q1 2026, its #543 holding.
Vident Advisory first reported a position in A.O. Smith in Q3 2023 and has held it in 11 quarters since.
Vident Advisory's A.O. Smith position peaked at $15.8M in Q4 2023.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Vident Advisory's 13F filing for Q1 2026, filed 15 May 2026.