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
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

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

GAMMA Investing's AOS Position: Q2 2026 in Review

GAMMA Investing reduced its A.O. Smith (AOS) stake by 44% in Q2 2026, selling an estimated $152K and leaving 3,196 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #1267.

GAMMA Investing first reported a position in AOS in Q4 2023 and has held it in 11 quarters since. The position peaked at $376K in Q1 2026. 105 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • GAMMA Investing held 3,196 shares of A.O. Smith worth $200K as of Q2 2026.
  • GAMMA Investing sold 2,506 A.O. Smith shares in Q2 2026, an estimated $152K.
  • A.O. Smith made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1267 holding.
  • GAMMA Investing first reported a position in A.O. Smith in Q4 2023 and has held it in 11 quarters since.
  • GAMMA Investing's A.O. Smith position peaked at $376K in Q1 2026.
  • 105 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.