Grandfield & Dodd’s A.O. Smith AOS Stock Holding History

Grandfield & Dodd’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	$14.3M	Buy	253,455 +43,125	+21%	+$2.6M	0.76%	45
2026 Q2	$13.2M	Buy	210,330 +120,224	+133%	+$7.29M	0.69%	46
2026 Q1	$5.94M	Buy	90,106 +63,449	+238%	+$4.57M	0.34%	56
2025 Q4	$1.78M	Buy	+26,657	New	+$1.8M	0.1%	92

Other funds holding AOS

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Grandfield & Dodd's AOS Position: Q3 2026 in Review

Grandfield & Dodd increased its A.O. Smith (AOS) stake by 21% in Q3 2026, buying an estimated $2.6M and bringing the position to 253,455 shares worth $14.3M. The position accounts for 0.76% of the portfolio, ranked #45.

Grandfield & Dodd first reported a position in AOS in Q4 2025 and has held it in 4 quarters since. 192 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Grandfield & Dodd held 253,455 shares of A.O. Smith worth $14.3M as of Q3 2026.
Grandfield & Dodd bought 43,125 A.O. Smith shares in Q3 2026, an estimated $2.6M.
A.O. Smith made up 0.76% of Grandfield & Dodd's portfolio in Q3 2026, its #45 holding.
Grandfield & Dodd first reported a position in A.O. Smith in Q4 2025 and has held it in 4 quarters since.
192 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Grandfield & Dodd's 13F filing for Q3 2026, filed 29 Oct 2026.