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 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	$4.79K	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

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 $3.37T AUM 44.26% 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

Aspect Partners's AOS Position: Q2 2026 in Review

Aspect Partners increased its A.O. Smith (AOS) stake by 111% in Q2 2026, buying an estimated $4.36K and bringing the position to 137 shares worth $8.61K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Aspect Partners first reported a position in AOS in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.1K in Q3 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Aspect Partners held 137 shares of A.O. Smith worth $8.61K as of Q2 2026.
Aspect Partners bought 72 A.O. Smith shares in Q2 2026, an estimated $4.36K.
A.O. Smith made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #312 holding.
Aspect Partners first reported a position in A.O. Smith in Q4 2023 and has held it in 11 quarters since.
Aspect Partners's A.O. Smith position peaked at $14.1K in Q3 2024.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.