Blackhawk Capital Partners’s A.O. Smith AOS Stock Holding History

Blackhawk Capital 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	–	Sell	-9,710	Closed	-$640K	–	148
2026 Q1	$640K	Buy	9,710 +133	+1%	+$9.59K	0.23%	83
2025 Q4	$641K	Sell	9,577 -516	-5%	-$34.9K	0.24%	87
2025 Q3	$741K	Sell	10,093 -2,070	-17%	-$148K	0.29%	86
2025 Q2	$798K	Sell	12,163 -138	-1%	-$9.03K	0.37%	71
2025 Q1	$804K	Buy	+12,301	New	+$831K	0.41%	71
2023 Q4	–	Sell	-11,367	Closed	-$752K	–	89
2023 Q3	$752K	Sell	11,367 -480	-4%	-$34.1K	0.55%	59
2023 Q2	$862K	Sell	11,847 -1,652	-12%	-$113K	0.6%	58
2023 Q1	$933K	Sell	13,499 -6,087	-31%	-$396K	0.68%	58
2022 Q4	$1.12M	Buy	19,586 +1,912	+11%	+$107K	0.88%	52
2022 Q3	$859K	Buy	+17,674	New	+$1.02M	0.71%	51
2021 Q2	–	Sell	-3,944	Closed	-$216K	–	97
2021 Q1	$216K	Sell	3,944 -83	-2%	-$5.05K	0.16%	87
2020 Q4	$213K	Buy	+4,027	New	+$222K	0.18%	84
2019 Q2	–	Sell	-9,650	Closed	-$515K	–	99
2019 Q1	$515K	Buy	9,650 +3,152	+49%	+$157K	0.53%	53
2018 Q4	$277K	Buy	+6,498	New	+$299K	0.35%	59

Other funds holding AOS

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Blackhawk Capital Partners's AOS Position: Q2 2026 in Review

Blackhawk Capital Partners sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 9,710 shares — an estimated $640K sold.

Blackhawk Capital Partners first reported a position in AOS in Q4 2018 and held it in 14 quarters. The position peaked at $1.12M in Q4 2022. 145 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Blackhawk Capital Partners reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
Blackhawk Capital Partners sold 9,710 A.O. Smith shares in Q2 2026, an estimated $640K.
Blackhawk Capital Partners first reported a position in A.O. Smith in Q4 2018 and held it in 14 quarters.
Blackhawk Capital Partners's A.O. Smith position peaked at $1.12M in Q4 2022.
145 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Blackhawk Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.