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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Curi RMB Capital's AOS Position: Q1 2026 in Review

Curi RMB Capital reduced its A.O. Smith (AOS) stake by 9.1% in Q1 2026, selling an estimated $39.9K and leaving 5,565 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #680.

Curi RMB Capital first reported a position in AOS in Q4 2017 and has held it in 4 quarters since. The position peaked at $409K in Q4 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Curi RMB Capital held 5,565 shares of A.O. Smith worth $367K as of Q1 2026.
  • Curi RMB Capital sold 554 A.O. Smith shares in Q1 2026, an estimated $39.9K.
  • A.O. Smith made up 0.01% of Curi RMB Capital's portfolio in Q1 2026, its #680 holding.
  • Curi RMB Capital first reported a position in A.O. Smith in Q4 2017 and has held it in 4 quarters since.
  • Curi RMB Capital's A.O. Smith position peaked at $409K in Q4 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.