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Horizon Investments’s A.O. Smith AOS Stock Holding History

Horizon Investments’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 		$281K Sell
4,290
-20,949
-83% -$1.51M ﹤0.01% 928
2025
Q4 		$1.69M Buy
25,239
+2,576
+11% +$174K 0.02% 511
2025
Q3 		$1.65M Buy
22,663
+20,813
+1,125% +$1.49M 0.02% 510
2025
Q2 		$121K Buy
1,850
+154
+9% +$10.1K ﹤0.01% 931
2025
Q1 		$110K Buy
1,696
+58
+4% +$3.92K ﹤0.01% 618
2024
Q4 		$111K Buy
1,638
+11
+0.7% +$833 ﹤0.01% 612
2024
Q3 		$146K Sell
1,627
-295
-15% -$24.4K ﹤0.01% 580
2024
Q2 		$157K Sell
1,922
-7
-0.4% -$592 ﹤0.01% 584
2024
Q1 		$172K Sell
1,929
-207
-10% -$17.1K ﹤0.01% 568
2023
Q4 		$175K Buy
2,136
+101
+5% +$7.45K ﹤0.01% 550
2023
Q3 		$134K Sell
2,035
-245
-11% -$17.4K ﹤0.01% 584
2023
Q2 		$165K Buy
2,280
+118
+5% +$8.08K ﹤0.01% 565
2023
Q1 		$149K Buy
+2,162
New +$141K ﹤0.01% 571
2022
Q2 		– Sell
-5,588
Closed -$355K – 466
2022
Q1 		$355K Buy
5,588
+1,164
+26% +$84.7K 0.01% 409
2021
Q4 		$378K Buy
4,424
+771
+21% +$58.8K 0.01% 374
2021
Q3 		$222K Sell
3,653
-674
-16% -$47.1K 0.01% 446
2021
Q2 		$311K Sell
4,327
-2,065
-32% -$142K 0.01% 392
2021
Q1 		$432K Buy
+6,392
New +$389K 0.02% 322
2020
Q4 		– Sell
-8,468
Closed -$445K – 109
2020
Q3 		$445K Buy
+8,468
New +$423K 0.02% 304
2020
Q1 		– Sell
-4,931
Closed -$235K – 312
2019
Q4 		$235K Hold
4,931
– – 0.01% 485
2019
Q3 		$235K Sell
4,931
-2,774
-36% -$128K 0.01% 330
2019
Q2 		$363K Buy
7,705
+3,023
+65% +$148K 0.01% 321
2019
Q1 		$250K Buy
+4,682
New +$233K 0.01% 313

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Horizon Investments's AOS Position: Q1 2026 in Review

Horizon Investments reduced its A.O. Smith (AOS) stake by 83% in Q1 2026, selling an estimated $1.51M and leaving 4,290 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #928.

Horizon Investments first reported a position in AOS in Q1 2019 and has held it in 23 quarters since. The position peaked at $1.69M in Q4 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Horizon Investments held 4,290 shares of A.O. Smith worth $281K as of Q1 2026.
  • Horizon Investments sold 20,949 A.O. Smith shares in Q1 2026, an estimated $1.51M.
  • A.O. Smith made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #928 holding.
  • Horizon Investments first reported a position in A.O. Smith in Q1 2019 and has held it in 23 quarters since.
  • Horizon Investments's A.O. Smith position peaked at $1.69M in Q4 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.