HIC
AOS icon

Harvey Investment Company’s A.O. Smith AOS Stock Holding History

Harvey Investment Company’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 		$4.97M Buy
79,225
+5,575
+8% +$338K 0.54% 38
2026
Q1 		$4.86M Buy
73,650
+10,040
+16% +$724K 0.53% 40
2025
Q4 		$4.25M Buy
63,610
+21,490
+51% +$1.45M 0.45% 40
2025
Q3 		$3.09M Buy
42,120
+5,025
+14% +$359K 0.33% 44
2025
Q2 		$2.43M Buy
37,095
+14,820
+67% +$970K 0.27% 47
2025
Q1 		$1.46M Buy
22,275
+400
+2% +$27K 0.16% 61
2024
Q4 		$1.49M Buy
21,875
+2,240
+11% +$170K 0.17% 60
2024
Q3 		$1.76M Buy
19,635
+140
+0.7% +$11.6K 0.2% 55
2024
Q2 		$1.59M Sell
19,495
-260
-1% -$22K 0.19% 54
2024
Q1 		$1.77M Sell
19,755
-70
-0.4% -$5.77K 0.2% 53
2023
Q4 		$1.63M Sell
19,825
-300
-1% -$22.1K 0.2% 53
2023
Q3 		$1.33M Hold
20,125
– – 0.17% 55
2023
Q2 		$1.47M Sell
20,125
-555
-3% -$38K 0.19% 55
2023
Q1 		$1.43M Sell
20,680
-375
-2% -$24.4K 0.18% 56
2022
Q4 		$1.21M Sell
21,055
-5
-0% -$280 0.16% 60
2022
Q3 		$1.02M Buy
21,060
+365
+2% +$21K 0.15% 60
2022
Q2 		$1.13M Buy
20,695
+1,460
+8% +$87.6K 0.16% 59
2022
Q1 		$1.23M Sell
19,235
-350
-2% -$25.5K 0.15% 60
2021
Q4 		$1.68M Sell
19,585
-2,050
-9% -$156K 0.19% 56
2021
Q3 		$1.32M Sell
21,635
-330
-2% -$23.1K 0.17% 60
2021
Q2 		$1.58M Buy
21,965
+130
+0.6% +$8.97K 0.21% 53
2021
Q1 		$1.48M Sell
21,835
-5,000
-19% -$304K 0.21% 54
2020
Q4 		$1.47M Hold
26,835
– – 0.21% 52
2020
Q3 		$1.42M Buy
26,835
+85
+0.3% +$4.24K 0.22% 51
2020
Q2 		$1.26M Buy
26,750
+180
+0.7% +$7.86K 0.21% 57
2020
Q1 		$1M Buy
26,570
+7,400
+39% +$315K 0.2% 61
2019
Q4 		$913K Buy
19,170
+5,770
+43% +$280K 0.14% 61
2019
Q3 		$639K Buy
13,400
+3,000
+29% +$139K 0.11% 65
2019
Q2 		$490K Buy
+10,400
New +$510K 0.08% 66

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harvey Investment Company's AOS Position: Q2 2026 in Review

Harvey Investment Company increased its A.O. Smith (AOS) stake by 7.6% in Q2 2026, buying an estimated $338K and bringing the position to 79,225 shares worth $4.97M. The position accounts for 0.54% of the portfolio, ranked #38.

Harvey Investment Company first reported a position in AOS in Q2 2019 and has held it in 29 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Harvey Investment Company held 79,225 shares of A.O. Smith worth $4.97M as of Q2 2026.
  • Harvey Investment Company bought 5,575 A.O. Smith shares in Q2 2026, an estimated $338K.
  • A.O. Smith made up 0.54% of Harvey Investment Company's portfolio in Q2 2026, its #38 holding.
  • Harvey Investment Company first reported a position in A.O. Smith in Q2 2019 and has held it in 29 quarters since.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.