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 Q2	$8.39M	Buy	133,839 +93,842	+235%	+$5.69M	0.06%	261
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 $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 $3.38T AUM 44.17% 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

Vident Advisory's AOS Position: Q2 2026 in Review

Vident Advisory increased its A.O. Smith (AOS) stake by 235% in Q2 2026, buying an estimated $5.69M and bringing the position to 133,839 shares worth $8.39M. The position accounts for 0.06% of the portfolio, ranked #261.

Vident Advisory first reported a position in AOS in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.8M in Q4 2023. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Vident Advisory held 133,839 shares of A.O. Smith worth $8.39M as of Q2 2026.
Vident Advisory bought 93,842 A.O. Smith shares in Q2 2026, an estimated $5.69M.
A.O. Smith made up 0.06% of Vident Advisory's portfolio in Q2 2026, its #261 holding.
Vident Advisory first reported a position in A.O. Smith in Q3 2023 and has held it in 12 quarters since.
Vident Advisory's A.O. Smith position peaked at $15.8M in Q4 2023.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.