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Hennion & Walsh Asset Management’s A.O. Smith AOS Stock Holding History

Hennion & Walsh Asset Management’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 		$446K Buy
7,113
+937
+15% +$56.8K 0.01% 769
2026
Q1 		$407K Buy
6,176
+1,096
+22% +$79K 0.01% 764
2025
Q4 		$340K Hold
5,080
– – 0.01% 799
2025
Q3 		$373K Hold
5,080
– – 0.01% 786
2025
Q2 		$333K Hold
5,080
– – 0.01% 784
2025
Q1 		$332K Hold
5,080
– – 0.01% 746
2024
Q4 		$347K Hold
5,080
– – 0.02% 724
2024
Q3 		$460K Hold
5,080
– – 0.02% 643
2024
Q2 		$415K Hold
5,080
– – 0.02% 640
2024
Q1 		$454K Sell
5,080
-2,959
-37% -$244K 0.02% 591
2023
Q4 		$663K Sell
8,039
-745
-8% -$54.9K 0.04% 502
2023
Q3 		$581K Sell
8,784
-147
-2% -$10.4K 0.04% 475
2023
Q2 		$650K Sell
8,931
-146
-2% -$9.99K 0.04% 446
2023
Q1 		$627K Buy
9,077
+742
+9% +$48.2K 0.04% 458
2022
Q4 		$477K Sell
8,335
-41
-0.5% -$2.29K 0.03% 511
2022
Q3 		$407K Buy
8,376
+79
+1% +$4.54K 0.03% 530
2022
Q2 		$453K Buy
8,297
+1,161
+16% +$69.7K 0.03% 511
2022
Q1 		$456K Buy
7,136
+2,936
+70% +$214K 0.02% 533
2021
Q4 		$360K Hold
4,200
– – 0.02% 608
2021
Q3 		$256K Hold
4,200
– – 0.01% 659
2021
Q2 		$319K Hold
4,200
– – 0.02% 602
2021
Q1 		$259K Buy
+4,200
New +$255K 0.02% 628

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
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Hennion & Walsh Asset Management's AOS Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its A.O. Smith (AOS) stake by 15% in Q2 2026, buying an estimated $56.8K and bringing the position to 7,113 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #769.

Hennion & Walsh Asset Management first reported a position in AOS in Q1 2021 and has held it in 22 quarters since. The position peaked at $663K in Q4 2023. 90 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Hennion & Walsh Asset Management held 7,113 shares of A.O. Smith worth $446K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 937 A.O. Smith shares in Q2 2026, an estimated $56.8K.
  • A.O. Smith made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #769 holding.
  • Hennion & Walsh Asset Management first reported a position in A.O. Smith in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's A.O. Smith position peaked at $663K in Q4 2023.
  • 90 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.