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 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 $1.9T AUM 41.92% 1-Year Est. Return

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hillsdale Investment Management's AOS Position: Q1 2026 in Review

Hillsdale Investment Management increased its A.O. Smith (AOS) stake by 4% in Q1 2026, buying an estimated $180K and bringing the position to 65,470 shares worth $4.32M. The position accounts for 0.12% of the portfolio, ranked #223.

Hillsdale Investment Management first reported a position in AOS in Q4 2015 and has held it in 10 quarters since. 632 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Hillsdale Investment Management held 65,470 shares of A.O. Smith worth $4.32M as of Q1 2026.
Hillsdale Investment Management bought 2,500 A.O. Smith shares in Q1 2026, an estimated $180K.
A.O. Smith made up 0.12% of Hillsdale Investment Management's portfolio in Q1 2026, its #223 holding.
Hillsdale Investment Management first reported a position in A.O. Smith in Q4 2015 and has held it in 10 quarters since.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.