Curi RMB Capital’s A.O. Smith AOS Stock Holding History

Curi RMB Capital’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	-5,565	Closed	-$367K	–	905
2026 Q1	$367K	Sell	5,565 -554	-9%	-$39.9K	0.01%	680
2025 Q4	$409K	Buy	+6,119	New	+$413K	0.01%	668
2018 Q2	–	Sell	-3,450	Closed	-$219K	–	895
2018 Q1	$219K	Sell	3,450 -1	-0%	-$65	0.01%	800
2017 Q4	$211K	Buy	+3,451	New	+$209K	0.01%	807

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 $3.38T AUM 44.17% 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

Curi RMB Capital's AOS Position: Q2 2026 in Review

Curi RMB Capital sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 5,565 shares — an estimated $367K sold.

Curi RMB Capital first reported a position in AOS in Q4 2017 and held it in 4 quarters. The position peaked at $409K in Q4 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Curi RMB Capital reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
Curi RMB Capital sold 5,565 A.O. Smith shares in Q2 2026, an estimated $367K.
Curi RMB Capital first reported a position in A.O. Smith in Q4 2017 and held it in 4 quarters.
Curi RMB Capital's A.O. Smith position peaked at $409K in Q4 2025.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.