Edgestream Partners’s A.O. Smith AOS Stock Holding History

Edgestream 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	$308K	Sell	4,912 -66,324	-93%	-$4.02M	0.01%	861
2026 Q1	$4.7M	Buy	71,236 +58,814	+473%	+$4.24M	0.15%	247
2025 Q4	$831K	Sell	12,422 -131,809	-91%	-$8.91M	0.02%	727
2025 Q3	$10.6M	Buy	144,231 +12,380	+9%	+$884K	0.31%	60
2025 Q2	$8.65M	Sell	131,851 -46,960	-26%	-$3.07M	0.24%	114
2025 Q1	$11.7M	Buy	178,811 +42,312	+31%	+$2.86M	0.4%	21
2024 Q4	$9.31M	Buy	+136,499	New	+$10.3M	0.4%	18
2023 Q4	–	Sell	-38,838	Closed	-$2.57M	–	820
2023 Q3	$2.57M	Buy	38,838 +16,367	+73%	+$1.16M	0.2%	133
2023 Q2	$1.64M	Buy	+22,471	New	+$1.54M	0.15%	238
2022 Q4	–	Sell	-51,339	Closed	-$2.49M	–	498
2022 Q3	$2.49M	Sell	51,339 -3,026	-6%	-$174K	0.19%	173
2022 Q2	$2.97M	Buy	54,365 +46,614	+601%	+$2.8M	0.23%	142
2022 Q1	$495K	Buy	7,751 +4,460	+136%	+$325K	0.04%	425
2021 Q4	$283K	Sell	3,291 -57,862	-95%	-$4.41M	0.02%	439
2021 Q3	$3.73M	Sell	61,153 -47,323	-44%	-$3.31M	0.23%	151
2021 Q2	$7.82M	Buy	+108,476	New	+$7.48M	0.46%	67

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 $3.37T AUM 44.26% 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

Edgestream Partners's AOS Position: Q2 2026 in Review

Edgestream Partners reduced its A.O. Smith (AOS) stake by 93% in Q2 2026, selling an estimated $4.02M and leaving 4,912 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #861.

Edgestream Partners first reported a position in AOS in Q2 2021 and has held it in 15 quarters since. The position peaked at $11.7M in Q1 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Edgestream Partners held 4,912 shares of A.O. Smith worth $308K as of Q2 2026.
Edgestream Partners sold 66,324 A.O. Smith shares in Q2 2026, an estimated $4.02M.
A.O. Smith made up 0.01% of Edgestream Partners's portfolio in Q2 2026, its #861 holding.
Edgestream Partners first reported a position in A.O. Smith in Q2 2021 and has held it in 15 quarters since.
Edgestream Partners's A.O. Smith position peaked at $11.7M in Q1 2025.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.