Brookstone Capital Management’s A.O. Smith AOS Stock Holding History

Brookstone Capital Management’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	$260K	Sell	4,608 -120	-3%	-$7.23K	﹤0.01%	1161
2026 Q2	$297K	Buy	+4,728	New	+$287K	﹤0.01%	1106
2021 Q3	–	Sell	-3,446	Closed	-$245K	–	733
2021 Q2	$245K	Buy	+3,446	New	+$238K	﹤0.01%	634

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

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

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Brookstone Capital Management's AOS Position: Q3 2026 in Review

Brookstone Capital Management reduced its A.O. Smith (AOS) stake by 2.5% in Q3 2026, selling an estimated $7.23K and leaving 4,608 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1161.

Brookstone Capital Management first reported a position in AOS in Q2 2021 and has held it in 3 quarters since. The position peaked at $297K in Q2 2026. 125 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Brookstone Capital Management held 4,608 shares of A.O. Smith worth $260K as of Q3 2026.
Brookstone Capital Management sold 120 A.O. Smith shares in Q3 2026, an estimated $7.23K.
A.O. Smith made up ﹤0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #1161 holding.
Brookstone Capital Management first reported a position in A.O. Smith in Q2 2021 and has held it in 3 quarters since.
Brookstone Capital Management's A.O. Smith position peaked at $297K in Q2 2026.
125 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.