GI
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GAMMA Investing’s A.O. Smith AOS Stock Holding History

GAMMA Investing’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 		$339K Buy
6,013
+2,817
+88% +$170K 0.01% 947
2026
Q2 		$200K Sell
3,196
-2,506
-44% -$152K 0.01% 1267
2026
Q1 		$376K Buy
5,702
+1,946
+52% +$140K 0.02% 715
2025
Q4 		$251K Sell
3,756
-257
-6% -$17.4K 0.01% 883
2025
Q3 		$295K Buy
4,013
+792
+25% +$56.5K 0.02% 728
2025
Q2 		$211K Buy
3,221
+317
+11% +$20.7K 0.01% 874
2025
Q1 		$190K Buy
2,904
+53
+2% +$3.58K 0.01% 792
2024
Q4 		$194K Buy
2,851
+133
+5% +$10.1K 0.02% 704
2024
Q3 		$244K Buy
2,718
+197
+8% +$16.3K 0.02% 538
2024
Q2 		$206K Buy
2,521
+652
+35% +$55.2K 0.03% 494
2024
Q1 		$167K Buy
1,869
+381
+26% +$31.4K 0.03% 452
2023
Q4 		$115K Buy
+1,488
New +$110K 0.03% 488

Other funds holding AOS

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
RI
Ridgewood Investments Springfield, New Jersey $271M AUM
IIM
Invariant Investment Management Camp Hill, Pennsylvania $173M AUM 8.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing's AOS Position: Q3 2026 in Review

GAMMA Investing increased its A.O. Smith (AOS) stake by 88% in Q3 2026, buying an estimated $170K and bringing the position to 6,013 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #947.

GAMMA Investing first reported a position in AOS in Q4 2023 and has held it in 12 quarters since. The position peaked at $376K in Q1 2026. 22 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • GAMMA Investing held 6,013 shares of A.O. Smith worth $339K as of Q3 2026.
  • GAMMA Investing bought 2,817 A.O. Smith shares in Q3 2026, an estimated $170K.
  • A.O. Smith made up 0.01% of GAMMA Investing's portfolio in Q3 2026, its #947 holding.
  • GAMMA Investing first reported a position in A.O. Smith in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's A.O. Smith position peaked at $376K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.