Everence Capital Management’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
$262K Buy
+4,181
New +$253K 0.01% 694
2026
Q1
Sell
-4,603
Closed -$308K 799
2025
Q4
$308K Buy
+4,603
New +$311K 0.02% 572
2025
Q2
Sell
-3,450
Closed -$225K 790
2025
Q1
$225K Hold
3,450
0.02% 699
2024
Q4
$235K Buy
+3,450
New +$261K 0.02% 703

Other funds holding AOS

Everence Capital Management's AOS Position: Q2 2026 in Review

Everence Capital Management opened a new position in A.O. Smith (AOS) in Q2 2026: 4,181 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings. This is a return to the name: Everence Capital Management previously reported a position in AOS as recently as Q4 2025.

Everence Capital Management first reported a position in AOS in Q4 2024 and has held it in 4 quarters since. The position peaked at $308K in Q4 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Everence Capital Management held 4,181 shares of A.O. Smith worth $262K as of Q2 2026.
  • A.O. Smith was a new Everence Capital Management position in Q2 2026.
  • A.O. Smith made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #694 holding.
  • Everence Capital Management first reported a position in A.O. Smith in Q4 2024 and has held it in 4 quarters since.
  • Everence Capital Management's A.O. Smith position peaked at $308K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.