Fairtree Asset Management’s A.O. Smith AOS Stock Holding History

Fairtree Asset 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	$1.85M	Buy	29,539 +10,013	+51%	+$607K	0.71%	46
2026 Q1	$1.29M	Sell	19,526 -563	-3%	-$40.6K	0.59%	53
2025 Q4	$1.34M	Buy	20,089 +3,922	+24%	+$265K	0.62%	47
2025 Q3	$1.19M	Buy	16,167 +5,715	+55%	+$408K	0.78%	38
2025 Q2	$685K	Buy	10,452 +3,792	+57%	+$248K	0.52%	65
2025 Q1	$435K	Sell	6,660 -890	-12%	-$60.1K	0.35%	83
2024 Q4	$515K	Buy	+7,550	New	+$572K	0.49%	61

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

Fairtree Asset Management's AOS Position: Q2 2026 in Review

Fairtree Asset Management increased its A.O. Smith (AOS) stake by 51% in Q2 2026, buying an estimated $607K and bringing the position to 29,539 shares worth $1.85M. The position accounts for 0.71% of the portfolio, ranked #46.

Fairtree Asset Management first reported a position in AOS in Q4 2024 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Fairtree Asset Management held 29,539 shares of A.O. Smith worth $1.85M as of Q2 2026.
Fairtree Asset Management bought 10,013 A.O. Smith shares in Q2 2026, an estimated $607K.
A.O. Smith made up 0.71% of Fairtree Asset Management's portfolio in Q2 2026, its #46 holding.
Fairtree Asset Management first reported a position in A.O. Smith in Q4 2024 and has held it in 7 quarters since.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Fairtree Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.