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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Essential Partners's AOS Position: Q2 2026 in Review

Essential Partners increased its A.O. Smith (AOS) stake by 100% in Q2 2026, buying an estimated $35.7K and bringing the position to 1,179 shares worth $73.9K. The position accounts for 0.03% of the portfolio, ranked #505.

Essential Partners first reported a position in AOS in Q2 2025 and has held it in 5 quarters since. The position peaked at $86.2K in Q4 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Essential Partners held 1,179 shares of A.O. Smith worth $73.9K as of Q2 2026.
  • Essential Partners bought 589 A.O. Smith shares in Q2 2026, an estimated $35.7K.
  • A.O. Smith made up 0.03% of Essential Partners's portfolio in Q2 2026, its #505 holding.
  • Essential Partners first reported a position in A.O. Smith in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's A.O. Smith position peaked at $86.2K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.