First Manhattan’s A.O. Smith AOS Stock Holding History

First Manhattan’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	-3,246	Closed	-$214K	–	747
2026 Q1	$214K	Sell	3,246 -1,200	-27%	-$86.5K	﹤0.01%	716
2025 Q4	$297K	Hold	4,446	–	–	﹤0.01%	646
2025 Q3	$326K	Buy	4,446 +1,200	+37%	+$85.6K	﹤0.01%	611
2025 Q2	$213K	Hold	3,246	–	–	﹤0.01%	665
2025 Q1	$212K	Sell	3,246 -346	-10%	-$23.4K	﹤0.01%	642
2024 Q4	$245K	Sell	3,592 -758	-17%	-$57.4K	﹤0.01%	623
2024 Q3	$391K	Hold	4,350	–	–	﹤0.01%	536
2024 Q2	$356K	Hold	4,350	–	–	﹤0.01%	540
2024 Q1	$389K	Hold	4,350	–	–	﹤0.01%	540
2023 Q4	$359K	Hold	4,350	–	–	﹤0.01%	535
2023 Q3	$288K	Buy	+4,350	New	+$309K	﹤0.01%	591
2021 Q1	–	Sell	-20	Closed	-$1K	–	1464
2020 Q4	$1K	Hold	20	–	–	﹤0.01%	1291
2020 Q3	$1K	Buy	+20	New	+$999	﹤0.01%	1281
2019 Q3	–	Sell	-50	Closed	-$2K	–	1318
2019 Q2	$2K	Sell	50 -14,975	-100%	-$734K	﹤0.01%	1303
2019 Q1	$801K	Buy	+15,025	New	+$747K	﹤0.01%	476
2018 Q1	–	Sell	-4,306	Closed	-$263K	–	1371
2017 Q4	$263K	Buy	+4,306	New	+$261K	﹤0.01%	659

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

First Manhattan's AOS Position: Q2 2026 in Review

First Manhattan sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 3,246 shares — an estimated $214K sold.

First Manhattan first reported a position in AOS in Q4 2017 and held it in 16 quarters. The position peaked at $801K in Q1 2019. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

First Manhattan reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
First Manhattan sold 3,246 A.O. Smith shares in Q2 2026, an estimated $214K.
First Manhattan first reported a position in A.O. Smith in Q4 2017 and held it in 16 quarters.
First Manhattan's A.O. Smith position peaked at $801K in Q1 2019.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on First Manhattan's 13F filing for Q2 2026, filed 14 Aug 2026.