Aspect Partners’s A.O. Smith AOS Stock Holding History

Aspect Partners’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 Q3	$4.7K	Sell	83 -54	-39%	-$3.26K	﹤0.01%	407
2026 Q2	$8.61K	Buy	137 +72	+111%	+$4.36K	﹤0.01%	312
2026 Q1	$4.31K	Hold	65	–	–	﹤0.01%	384
2025 Q4	$4.37K	Hold	65	–	–	﹤0.01%	403
2025 Q3	$4.8K	Hold	65	–	–	﹤0.01%	423
2025 Q2	$4.28K	Sell	65 -92	-59%	-$6.02K	﹤0.01%	391
2025 Q1	$10.3K	Hold	157	–	–	0.01%	259
2024 Q4	$10.7K	Hold	157	–	–	0.01%	273
2024 Q3	$14.1K	Hold	157	–	–	0.01%	228
2024 Q2	$12.8K	Hold	157	–	–	0.01%	235
2024 Q1	$14K	Hold	157	–	–	0.01%	229
2023 Q4	$12.9K	Buy	+157	New	+$11.6K	0.01%	224

Other funds holding AOS

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Aspect Partners's AOS Position: Q3 2026 in Review

Aspect Partners reduced its A.O. Smith (AOS) stake by 39% in Q3 2026, selling an estimated $3.26K and leaving 83 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Aspect Partners first reported a position in AOS in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.1K in Q3 2024. 134 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Aspect Partners held 83 shares of A.O. Smith worth $4.7K as of Q3 2026.
Aspect Partners sold 54 A.O. Smith shares in Q3 2026, an estimated $3.26K.
A.O. Smith made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #407 holding.
Aspect Partners first reported a position in A.O. Smith in Q4 2023 and has held it in 12 quarters since.
Aspect Partners's A.O. Smith position peaked at $14.1K in Q3 2024.
134 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.