Wealthfront Advisers
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Wealthfront Advisers’s A.O. Smith AOS Stock Holding History

Wealthfront Advisers’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 		$975K Sell
15,541
-276
-2% -$16.7K ﹤0.01% 729
2026
Q1 		$1.04M Sell
15,817
-412
-3% -$29.7K ﹤0.01% 710
2025
Q4 		$1.09M Buy
16,229
+49
+0.3% +$3.31K ﹤0.01% 698
2025
Q3 		$1.19M Buy
16,180
+129
+0.8% +$9.21K ﹤0.01% 668
2025
Q2 		$1.05M Sell
16,051
-844
-5% -$55.2K ﹤0.01% 674
2025
Q1 		$1.1M Buy
16,895
+378
+2% +$25.5K ﹤0.01% 645
2024
Q4 		$1.13M Sell
16,517
-28
-0.2% -$2.12K ﹤0.01% 636
2024
Q3 		$1.49M Sell
16,545
-299
-2% -$24.7K ﹤0.01% 565
2024
Q2 		$1.38M Sell
16,844
-726
-4% -$61.4K ﹤0.01% 565
2024
Q1 		$1.57M Sell
17,570
-456
-3% -$37.6K 0.01% 532
2023
Q4 		$1.49M Sell
18,026
-430
-2% -$31.7K 0.01% 521
2023
Q3 		$1.22M Sell
18,456
-449
-2% -$31.9K 0.01% 518
2023
Q2 		$1.38M Sell
18,905
-333
-2% -$22.8K 0.01% 495
2023
Q1 		$1.33M Sell
19,238
-324
-2% -$21.1K 0.01% 481
2022
Q4 		$1.12M Sell
19,562
-1,595
-8% -$89.2K 0.01% 492
2022
Q3 		$1.03M Sell
21,157
-1,579
-7% -$90.7K 0.01% 479
2022
Q2 		$1.24M Sell
22,736
-4,090
-15% -$245K 0.01% 457
2022
Q1 		$1.71M Sell
26,826
-1,304
-5% -$94.9K 0.01% 430
2021
Q4 		$2.42M Sell
28,130
-1,014
-3% -$77.3K 0.01% 346
2021
Q3 		$1.78M Sell
29,144
-1,236
-4% -$86.3K 0.01% 370
2021
Q2 		$2.19M Sell
30,380
-1,368
-4% -$94.4K 0.01% 287
2021
Q1 		$2.15M Buy
31,748
+2,198
+7% +$134K 0.01% 246
2020
Q4 		$1.62M Buy
29,550
+1,131
+4% +$62.3K 0.01% 276
2020
Q3 		$1.5M Sell
28,419
-27
-0.1% -$1.35K 0.01% 239
2020
Q2 		$1.34M Buy
+28,446
New +$1.24M 0.01% 250

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Wealthfront Advisers's AOS Position: Q2 2026 in Review

Wealthfront Advisers reduced its A.O. Smith (AOS) stake by 1.7% in Q2 2026, selling an estimated $16.7K and leaving 15,541 shares worth $975K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Wealthfront Advisers first reported a position in AOS in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.42M in Q4 2021. 438 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Wealthfront Advisers held 15,541 shares of A.O. Smith worth $975K as of Q2 2026.
  • Wealthfront Advisers sold 276 A.O. Smith shares in Q2 2026, an estimated $16.7K.
  • A.O. Smith made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #729 holding.
  • Wealthfront Advisers first reported a position in A.O. Smith in Q2 2020 and has held it in 25 quarters since.
  • Wealthfront Advisers's A.O. Smith position peaked at $2.42M in Q4 2021.
  • 438 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.