X
AOS icon

Xponance’s A.O. Smith AOS Stock Holding History

Xponance’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 		$768K Sell
12,239
-50
-0.4% -$3.03K ﹤0.01% 899
2026
Q1 		$810K Buy
12,289
+2,682
+28% +$193K 0.01% 823
2025
Q4 		$643K Buy
9,607
+898
+10% +$60.7K ﹤0.01% 839
2025
Q3 		$639K Sell
8,709
-1,276
-13% -$91.1K 0.01% 876
2025
Q2 		$655K Sell
9,985
-6,139
-38% -$402K 0.01% 853
2025
Q1 		$1.05M Buy
16,124
+251
+2% +$17K 0.01% 676
2024
Q4 		$1.08M Sell
15,873
-277
-2% -$21K 0.01% 696
2024
Q3 		$1.45M Buy
16,150
+94
+0.6% +$7.78K 0.01% 603
2024
Q2 		$1.31M Sell
16,056
-1,203
-7% -$102K 0.01% 603
2024
Q1 		$1.54M Buy
17,259
+751
+5% +$61.9K 0.02% 593
2023
Q4 		$1.36M Sell
16,508
-2,941
-15% -$217K 0.02% 570
2023
Q3 		$1.29M Sell
19,449
-21,783
-53% -$1.55M 0.02% 576
2023
Q2 		$3M Buy
41,232
+20,263
+97% +$1.39M 0.04% 359
2023
Q1 		$1.45M Sell
20,969
-160
-0.8% -$10.4K 0.02% 539
2022
Q4 		$1.21M Buy
21,129
+2,365
+13% +$132K 0.02% 575
2022
Q3 		$912K Buy
18,764
+2,310
+14% +$133K 0.02% 609
2022
Q2 		$900K Buy
16,454
+7,875
+92% +$472K 0.02% 612
2022
Q1 		$548K Buy
8,579
+148
+2% +$10.8K 0.01% 865
2021
Q4 		$724K Buy
8,431
+1,730
+26% +$132K 0.01% 754
2021
Q3 		$409K Sell
6,701
-656
-9% -$45.8K 0.01% 972
2021
Q2 		$530K Buy
7,357
+1,465
+25% +$101K 0.01% 903
2021
Q1 		$398K Buy
5,892
+39
+0.7% +$2.37K 0.01% 873
2020
Q4 		$321K Buy
5,853
+412
+8% +$22.7K 0.01% 930
2020
Q3 		$287K Sell
5,441
-109
-2% -$5.44K 0.01% 872
2020
Q2 		$262K Buy
+5,550
New +$242K 0.01% 875

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 $3.37T AUM 44.26% 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

Xponance's AOS Position: Q2 2026 in Review

Xponance reduced its A.O. Smith (AOS) stake by 0.41% in Q2 2026, selling an estimated $3.03K and leaving 12,239 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Xponance first reported a position in AOS in Q2 2020 and has held it in 25 quarters since. The position peaked at $3M in Q2 2023. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Xponance held 12,239 shares of A.O. Smith worth $768K as of Q2 2026.
  • Xponance sold 50 A.O. Smith shares in Q2 2026, an estimated $3.03K.
  • A.O. Smith made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #899 holding.
  • Xponance first reported a position in A.O. Smith in Q2 2020 and has held it in 25 quarters since.
  • Xponance's A.O. Smith position peaked at $3M in Q2 2023.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.