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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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Brookstone Capital Management's AOS Position: Q2 2026 in Review

Brookstone Capital Management opened a new position in A.O. Smith (AOS) in Q2 2026: 4,728 shares worth $297K. The stake represents ﹤0.01% of the portfolio and ranks #1106 among its holdings. This is a return to the name: Brookstone Capital Management previously reported a position in AOS as recently as Q2 2021.

Brookstone Capital Management first reported a position in AOS in Q2 2021 and has held it in 2 quarters since. 91 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Brookstone Capital Management held 4,728 shares of A.O. Smith worth $297K as of Q2 2026.
  • A.O. Smith was a new Brookstone Capital Management position in Q2 2026.
  • A.O. Smith made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1106 holding.
  • Brookstone Capital Management first reported a position in A.O. Smith in Q2 2021 and has held it in 2 quarters since.
  • 91 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.