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

Essential 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
Q3 		$41.5K Sell
736
-443
-38% -$26.7K 0.02% 673
2026
Q2 		$73.9K Buy
1,179
+589
+100% +$35.7K 0.03% 505
2026
Q1 		$38.9K Sell
590
-699
-54% -$50.4K 0.01% 667
2025
Q4 		$86.2K Buy
1,289
+1,146
+801% +$77.4K 0.03% 480
2025
Q3 		$10.5K Buy
143
+18
+14% +$1.28K ﹤0.01% 1133
2025
Q2 		$8.2K Buy
+125
New +$8.18K ﹤0.01% 901

Other funds holding AOS

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Essential Partners's AOS Position: Q3 2026 in Review

Essential Partners reduced its A.O. Smith (AOS) stake by 38% in Q3 2026, selling an estimated $26.7K and leaving 736 shares worth $41.5K. The position accounts for 0.02% of the portfolio, ranked #673.

Essential Partners first reported a position in AOS in Q2 2025 and has held it in 6 quarters since. The position peaked at $86.2K in Q4 2025. 89 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Essential Partners held 736 shares of A.O. Smith worth $41.5K as of Q3 2026.
  • Essential Partners sold 443 A.O. Smith shares in Q3 2026, an estimated $26.7K.
  • A.O. Smith made up 0.02% of Essential Partners's portfolio in Q3 2026, its #673 holding.
  • Essential Partners first reported a position in A.O. Smith in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's A.O. Smith position peaked at $86.2K in Q4 2025.
  • 89 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.