Gradient Investments’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | – | Sell |
-6,840
| Closed | -$429K | – | 458 |
|
|
2026
Q2 | $429K | Sell |
6,840
-35
| -0.5% | -$2.12K | 0.01% | 377 |
|
|
2026
Q1 | $453K | Buy |
6,875
+35
| +0.5% | +$2.52K | 0.01% | 359 |
|
|
2025
Q4 | $457K | Hold |
6,840
| – | – | 0.01% | 283 |
|
|
2025
Q3 | $502K | Hold |
6,840
| – | – | 0.01% | 299 |
|
|
2025
Q2 | $448K | Hold |
6,840
| – | – | 0.01% | 295 |
|
|
2025
Q1 | $447K | Hold |
6,840
| – | – | 0.01% | 256 |
|
|
2024
Q4 | $467K | Hold |
6,840
| – | – | 0.01% | 234 |
|
|
2024
Q3 | $614K | Buy |
+6,840
| New | +$566K | 0.01% | 205 |
|
|
2024
Q1 | – | Sell |
-432
| Closed | -$35.6K | – | 1264 |
|
|
2023
Q4 | $35.6K | Hold |
432
| – | – | ﹤0.01% | 607 |
|
|
2023
Q3 | $28.6K | Hold |
432
| – | – | ﹤0.01% | 609 |
|
|
2023
Q2 | $31.4K | Sell |
432
-8
| -2% | -$548 | ﹤0.01% | 605 |
|
|
2023
Q1 | $30.4K | Hold |
440
| – | – | ﹤0.01% | 590 |
|
|
2022
Q4 | $25.2K | Hold |
440
| – | – | ﹤0.01% | 647 |
|
|
2022
Q3 | $21K | Hold |
440
| – | – | ﹤0.01% | 659 |
|
|
2022
Q2 | $24K | Buy |
440
+8
| +2% | +$480 | ﹤0.01% | 609 |
|
|
2022
Q1 | $28K | Hold |
432
| – | – | ﹤0.01% | 582 |
|
|
2021
Q4 | $37K | Hold |
432
| – | – | ﹤0.01% | 536 |
|
|
2021
Q3 | $26K | Hold |
432
| – | – | ﹤0.01% | 597 |
|
|
2021
Q2 | $31K | Hold |
432
| – | – | ﹤0.01% | 556 |
|
|
2021
Q1 | $29K | Hold |
432
| – | – | ﹤0.01% | 557 |
|
|
2020
Q4 | $23K | Hold |
432
| – | – | ﹤0.01% | 537 |
|
|
2020
Q3 | $23K | Hold |
432
| – | – | ﹤0.01% | 540 |
|
|
2020
Q2 | $20K | Hold |
432
| – | – | ﹤0.01% | 527 |
|
|
2020
Q1 | $16K | Hold |
432
| – | – | ﹤0.01% | 556 |
|
|
2019
Q4 | $21K | Hold |
432
| – | – | ﹤0.01% | 559 |
|
|
2019
Q3 | $21K | Hold |
432
| – | – | ﹤0.01% | 518 |
|
|
2019
Q2 | $20K | Hold |
432
| – | – | ﹤0.01% | 514 |
|
|
2019
Q1 | $23K | Hold |
432
| – | – | ﹤0.01% | 425 |
|
|
2018
Q4 | $18K | Hold |
432
| – | – | ﹤0.01% | 465 |
|
|
2018
Q3 | $23K | Hold |
432
| – | – | ﹤0.01% | 466 |
|
|
2018
Q2 | $26K | Hold |
432
| – | – | ﹤0.01% | 440 |
|
|
2018
Q1 | $27K | Hold |
432
| – | – | ﹤0.01% | 429 |
|
|
2017
Q4 | $26K | Buy |
+432
| New | +$26.2K | ﹤0.01% | 430 |
|
Other funds holding AOS
Gradient Investments's AOS Position: Q3 2026 in Review
Gradient Investments sold out of A.O. Smith (AOS) in Q3 2026, closing a stake of 6,840 shares — an estimated $429K sold.
Gradient Investments first reported a position in AOS in Q4 2017 and held it in 33 quarters. The position peaked at $614K in Q3 2024. 139 funds tracked by Wall St. Rank hold AOS as of Q3 2026.
- Gradient Investments reported no remaining A.O. Smith position as of Q3 2026 after selling out during the quarter.
- Gradient Investments sold 6,840 A.O. Smith shares in Q3 2026, an estimated $429K.
- Gradient Investments first reported a position in A.O. Smith in Q4 2017 and held it in 33 quarters.
- Gradient Investments's A.O. Smith position peaked at $614K in Q3 2024.
- 139 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.
Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.