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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
Q2 		$312K Buy
5,002
+712
+17% +$43.2K ﹤0.01% 940
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Horizon Investments's AOS Position: Q2 2026 in Review

Horizon Investments increased its A.O. Smith (AOS) stake by 17% in Q2 2026, buying an estimated $43.2K and bringing the position to 5,002 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Horizon Investments first reported a position in AOS in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.69M in Q4 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Horizon Investments held 5,002 shares of A.O. Smith worth $312K as of Q2 2026.
  • Horizon Investments bought 712 A.O. Smith shares in Q2 2026, an estimated $43.2K.
  • A.O. Smith made up ﹤0.01% of Horizon Investments's portfolio in Q2 2026, its #940 holding.
  • Horizon Investments first reported a position in A.O. Smith in Q1 2019 and has held it in 24 quarters since.
  • Horizon Investments's A.O. Smith position peaked at $1.69M in Q4 2025.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Horizon Investments's 13F filing for Q2 2026, filed 13 Aug 2026.