Foster Group
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Foster Group’s A.O. Smith AOS Stock Holding History

Foster Group’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
Q3 		$273K Buy
4,839
+91
+2% +$5.49K 0.01% 258
2026
Q2 		$298K Sell
4,748
-113
-2% -$6.85K 0.01% 245
2026
Q1 		$321K Sell
4,861
-11
-0.2% -$793 0.01% 205
2025
Q4 		$326K Sell
4,872
-395
-7% -$26.7K 0.01% 199
2025
Q3 		$387K Buy
5,267
+31
+0.6% +$2.21K 0.01% 170
2025
Q2 		$343K Buy
+5,236
New +$343K 0.01% 172

Other funds holding AOS

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Foster Group's AOS Position: Q3 2026 in Review

Foster Group increased its A.O. Smith (AOS) stake by 1.9% in Q3 2026, buying an estimated $5.49K and bringing the position to 4,839 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #258.

Foster Group first reported a position in AOS in Q2 2025 and has held it in 6 quarters since. The position peaked at $387K in Q3 2025. 82 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Foster Group held 4,839 shares of A.O. Smith worth $273K as of Q3 2026.
  • Foster Group bought 91 A.O. Smith shares in Q3 2026, an estimated $5.49K.
  • A.O. Smith made up 0.01% of Foster Group's portfolio in Q3 2026, its #258 holding.
  • Foster Group first reported a position in A.O. Smith in Q2 2025 and has held it in 6 quarters since.
  • Foster Group's A.O. Smith position peaked at $387K in Q3 2025.
  • 82 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.