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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan's AOS Position: Q1 2026 in Review

First Manhattan reduced its A.O. Smith (AOS) stake by 27% in Q1 2026, selling an estimated $86.5K and leaving 3,246 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

First Manhattan first reported a position in AOS in Q4 2017 and has held it in 16 quarters since. The position peaked at $801K in Q1 2019. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

First Manhattan held 3,246 shares of A.O. Smith worth $214K as of Q1 2026.
First Manhattan sold 1,200 A.O. Smith shares in Q1 2026, an estimated $86.5K.
A.O. Smith made up ﹤0.01% of First Manhattan's portfolio in Q1 2026, its #716 holding.
First Manhattan first reported a position in A.O. Smith in Q4 2017 and has held it in 16 quarters since.
First Manhattan's A.O. Smith position peaked at $801K in Q1 2019.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on First Manhattan's 13F filing for Q1 2026, filed 15 May 2026.