United Asset Strategies, Inc.

Position in AOS — Smith A O Corp

CIK 1539948 GARDEN CITY, NY

Position in AOS

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$716,513

+$22,429 QoQ

Shares Held

11,424

+8.5% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#307

of 605 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 81% Shared 0% None 19%

Industrials · as of Jun 30, 2026

United Asset Strategies, Inc. holds $40,821,767 across 9 Specialty Industrial Machinery names. AOS ranks #7 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PH	Parker-Hannifin Corp	20,513	$20,064,175
2	ETN	Eaton Corp plc	32,660	$13,917,079
3	ITW	Illinois Tool Works Inc	10,051	$2,718,493
4	EMR	Emerson Electric Co	6,971	$997,898
5	NDSN	Nordson Corp	3,235	$975,967
6	PNR	PENTAIR plc	10,010	$767,366
7	AOS	Smith A O Corp This page	11,424	$716,513
8	GEV	GE Vernova Inc.	321	$377,130

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$716,513	11,424	+8.5%	Shares	Sole	2026-07-13
2026-03-31	$694,084	10,526	+9.8%	Shares	Sole	2026-04-29
2025-12-31	$641,178	9,587	+4.4%	Shares	Sole	2026-01-28
2025-09-30	$673,977	9,181	+3.1%	Shares	Sole	2025-10-23
2025-06-30	$583,900	8,905	-6.9%	Shares	Sole	2025-08-08
2025-03-31	$625,429	9,569	+4.0%	Shares	Sole	2025-05-14
2024-12-31	$627,395	9,198	+3.3%	Shares	Sole	2025-01-22
2024-09-30	$799,936	8,905	-0.8%	Shares	Sole	2024-10-28
2024-06-30	$734,057	8,976	-11.6%	Shares	Sole	2024-08-01
2024-03-31	$908,555	10,156	+1.5%	Shares	Sole	2024-04-23
2023-12-31	$824,729	10,004	+7.9%	Shares	Sole	2024-01-30
2023-09-30	$613,289	9,274	+10.9%	Shares	Sole	2023-11-07
2023-06-30	$608,804	8,365	+0.6%	Shares	Sole	2023-07-25
2023-03-31	$574,705	8,311	—	Shares	Sole	2023-07-25
No filing history on record for this holder in this stock.