Havemeyer Place’s A.O. Smith AOS Stock Holding History

Havemeyer Place’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	$771K	Buy	+13,683	New	+$825K	0.21%	159

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

Havemeyer Place's AOS Position: Q3 2026 in Review

Havemeyer Place opened a new position in A.O. Smith (AOS) in Q3 2026: 13,683 shares worth $771K. The stake represents 0.21% of the portfolio and ranks #159 among its holdings.

424 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Havemeyer Place held 13,683 shares of A.O. Smith worth $771K as of Q3 2026.
A.O. Smith was a new Havemeyer Place position in Q3 2026.
A.O. Smith made up 0.21% of Havemeyer Place's portfolio in Q3 2026, its #159 holding.
424 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Havemeyer Place's 13F filing for Q3 2026, filed 12 Nov 2026.