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Atwater Malick’s A.O. Smith AOS Stock Holding History

Atwater Malick’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 		$2.46M Sell
43,597
-2,248
-5% -$136K 0.54% 34
2026
Q2 		$2.88M Sell
45,845
-3,410
-7% -$207K 0.63% 30
2026
Q1 		$3.25M Sell
49,255
-10,814
-18% -$779K 0.88% 24
2025
Q4 		$4.02M Sell
60,069
-23,633
-28% -$1.6M 1.11% 22
2025
Q3 		$6.14M Sell
83,702
-32,551
-28% -$2.32M 1.78% 20
2025
Q2 		$7.62M Buy
116,253
+530
+0.5% +$34.7K 2.41% 17
2025
Q1 		$7.56M Buy
115,723
+4,129
+4% +$279K 2.56% 16
2024
Q4 		$7.61M Sell
111,594
-400
-0.4% -$30.3K 2.55% 16
2024
Q3 		$10.1M Buy
111,994
+1,212
+1% +$100K 3.24% 13
2024
Q2 		$9.06M Buy
110,782
+1,174
+1% +$99.4K 3.12% 13
2024
Q1 		$9.8M Buy
109,608
+1,767
+2% +$146K 3.46% 11
2023
Q4 		$8.89M Buy
107,841
+1,642
+2% +$121K 3.48% 10
2023
Q3 		$7.02M Buy
106,199
+1,140
+1% +$80.9K 3.09% 15
2023
Q2 		$7.65M Buy
105,059
+3,003
+3% +$206K 3.27% 15
2023
Q1 		$7.06M Buy
102,056
+1,423
+1% +$92.5K 3.31% 17
2022
Q4 		$5.76M Buy
100,633
+3,101
+3% +$173K 2.84% 19
2022
Q3 		$4.74M Buy
97,532
+4,140
+4% +$238K 2.65% 20
2022
Q2 		$5.11M Buy
93,392
+3,978
+4% +$239K 2.69% 20
2022
Q1 		$5.71M Buy
89,414
+3,889
+5% +$283K 2.76% 21
2021
Q4 		$7.34M Buy
85,525
+1,243
+1% +$94.8K 3.41% 14
2021
Q3 		$5.15M Buy
84,282
+2,563
+3% +$179K 2.72% 21
2021
Q2 		$5.89M Buy
81,719
+5,392
+7% +$372K 3.26% 16
2021
Q1 		$5.16M Sell
76,327
-3,125
-4% -$190K 3.17% 18
2020
Q4 		$4.36M Buy
79,452
+1,055
+1% +$58.2K 2.74% 20
2020
Q3 		$4.14M Buy
78,397
+2,756
+4% +$138K 2.9% 21
2020
Q2 		$3.56M Buy
75,641
+4,747
+7% +$207K 2.81% 22
2020
Q1 		$2.68M Buy
70,894
+1,703
+2% +$72.6K 2.57% 23
2019
Q4 		$3.3M Buy
69,191
+6,039
+10% +$293K 2.62% 24
2019
Q3 		$3.01M Buy
+63,152
New +$2.92M 2.53% 24

Other funds holding AOS

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Atwater Malick's AOS Position: Q3 2026 in Review

Atwater Malick reduced its A.O. Smith (AOS) stake by 4.9% in Q3 2026, selling an estimated $136K and leaving 43,597 shares worth $2.46M. The position accounts for 0.54% of the portfolio, ranked #34.

Atwater Malick first reported a position in AOS in Q3 2019 and has held it in 29 quarters since. The position peaked at $10.1M in Q3 2024. 97 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Atwater Malick held 43,597 shares of A.O. Smith worth $2.46M as of Q3 2026.
  • Atwater Malick sold 2,248 A.O. Smith shares in Q3 2026, an estimated $136K.
  • A.O. Smith made up 0.54% of Atwater Malick's portfolio in Q3 2026, its #34 holding.
  • Atwater Malick first reported a position in A.O. Smith in Q3 2019 and has held it in 29 quarters since.
  • Atwater Malick's A.O. Smith position peaked at $10.1M in Q3 2024.
  • 97 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.