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Evergreen Capital Management’s A.O. Smith AOS Stock Holding History

Evergreen Capital Management’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 		– Sell
-30,363
Closed -$2M – 1542
2026
Q1 		$2M Buy
30,363
+1,485
+5% +$107K 0.04% 312
2025
Q4 		$1.93M Buy
+28,878
New +$1.95M 0.04% 315

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Evergreen Capital Management sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 30,363 shares — an estimated $2M sold.

Evergreen Capital Management first reported a position in AOS in Q4 2025 and held it in 2 quarters. The position peaked at $2M in Q1 2026. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Evergreen Capital Management reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Evergreen Capital Management sold 30,363 A.O. Smith shares in Q2 2026, an estimated $2M.
  • Evergreen Capital Management first reported a position in A.O. Smith in Q4 2025 and held it in 2 quarters.
  • Evergreen Capital Management's A.O. Smith position peaked at $2M in Q1 2026.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.