Hillsdale Investment Management’s A.O. Smith AOS Stock Holding History

Hillsdale Investment 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	$1.13M	Sell	18,040 -47,430	-72%	-$2.87M	0.03%	385
2026 Q1	$4.32M	Buy	65,470 +2,500	+4%	+$180K	0.12%	223
2025 Q4	$4.21M	Buy	62,970 +16,370	+35%	+$1.11M	0.12%	239
2025 Q3	$3.42M	Buy	+46,600	New	+$3.33M	0.1%	261
2024 Q4	–	Sell	-150	Closed	-$13.5K	–	579
2024 Q3	$13.5K	Sell	150 -7,000	-98%	-$579K	﹤0.01%	489
2024 Q2	$585K	Hold	7,150	–	–	0.05%	297
2024 Q1	$640K	Sell	7,150 -200	-3%	-$16.5K	0.05%	257
2023 Q4	$606K	Hold	7,350	–	–	0.05%	239
2023 Q3	$486K	Buy	7,350 +1,300	+21%	+$92.3K	0.04%	282
2023 Q2	$440K	Buy	+6,050	New	+$414K	0.04%	275
2016 Q1	–	Sell	-340	Closed	-$13K	–	482
2015 Q4	$13K	Buy	+340	New	+$12.8K	﹤0.01%	365

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hillsdale Investment Management's AOS Position: Q2 2026 in Review

Hillsdale Investment Management reduced its A.O. Smith (AOS) stake by 72% in Q2 2026, selling an estimated $2.87M and leaving 18,040 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #385.

Hillsdale Investment Management first reported a position in AOS in Q4 2015 and has held it in 11 quarters since. The position peaked at $4.32M in Q1 2026. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Hillsdale Investment Management held 18,040 shares of A.O. Smith worth $1.13M as of Q2 2026.
Hillsdale Investment Management sold 47,430 A.O. Smith shares in Q2 2026, an estimated $2.87M.
A.O. Smith made up 0.03% of Hillsdale Investment Management's portfolio in Q2 2026, its #385 holding.
Hillsdale Investment Management first reported a position in A.O. Smith in Q4 2015 and has held it in 11 quarters since.
Hillsdale Investment Management's A.O. Smith position peaked at $4.32M in Q1 2026.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.