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HUB Investment Partners’s A.O. Smith AOS Stock Holding History

HUB Investment Partners’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 		$206K Sell
3,286
-2,805
-46% -$170K ﹤0.01% 1200
2026
Q1 		$402K Buy
6,091
+1,742
+40% +$126K 0.01% 670
2025
Q4 		$291K Buy
4,349
+744
+21% +$50.3K 0.01% 682
2025
Q3 		$265K Buy
+3,605
New +$257K 0.01% 592

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

HUB Investment Partners's AOS Position: Q2 2026 in Review

HUB Investment Partners reduced its A.O. Smith (AOS) stake by 46% in Q2 2026, selling an estimated $170K and leaving 3,286 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

HUB Investment Partners first reported a position in AOS in Q3 2025 and has held it in 4 quarters since. The position peaked at $402K in Q1 2026. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • HUB Investment Partners held 3,286 shares of A.O. Smith worth $206K as of Q2 2026.
  • HUB Investment Partners sold 2,805 A.O. Smith shares in Q2 2026, an estimated $170K.
  • A.O. Smith made up ﹤0.01% of HUB Investment Partners's portfolio in Q2 2026, its #1200 holding.
  • HUB Investment Partners first reported a position in A.O. Smith in Q3 2025 and has held it in 4 quarters since.
  • HUB Investment Partners's A.O. Smith position peaked at $402K in Q1 2026.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.