HPCM
AOS icon

Hunter Perkins Capital Management’s A.O. Smith AOS Stock Holding History

Hunter Perkins Capital 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 		$4.8M Sell
76,501
-542
-0.7% -$32.9K 1.08% 28
2026
Q1 		$5.08M Buy
77,043
+12
+0% +$865 1.19% 25
2025
Q4 		$5.15M Sell
77,031
-2,075
-3% -$140K 1.19% 27
2025
Q3 		$5.81M Sell
79,106
-1,445
-2% -$103K 1.29% 26
2025
Q2 		$5.28M Sell
80,551
-27,312
-25% -$1.79M 1.25% 28
2025
Q1 		$7.05M Sell
107,863
-15,901
-13% -$1.07M 1.64% 19
2024
Q4 		$8.44M Buy
123,764
+26,257
+27% +$1.99M 1.77% 20
2024
Q3 		$8.76M Sell
97,507
-1,870
-2% -$155K 1.78% 21
2024
Q2 		$8.13M Sell
99,377
-15,945
-14% -$1.35M 1.71% 21
2024
Q1 		$10.3M Sell
115,322
-8,925
-7% -$736K 2.11% 17
2023
Q4 		$10.2M Buy
124,247
+27,996
+29% +$2.06M 2.14% 18
2023
Q3 		$6.37M Sell
96,251
-97,571
-50% -$6.93M 1.37% 25
2023
Q2 		$7.01M Buy
193,822
+96,221
+99% +$6.59M 1.5% 22
2023
Q1 		$6.75M Sell
97,601
-34,170
-26% -$2.22M 1.59% 18
2022
Q4 		$7.54M Sell
131,771
-5,534
-4% -$309K 1.7% 24
2022
Q3 		$6.67M Buy
137,305
+128,651
+1,487% +$7.39M 1.63% 22
2022
Q2 		$473K Buy
+8,654
New +$519K 0.11% 64

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Hunter Perkins Capital Management's AOS Position: Q2 2026 in Review

Hunter Perkins Capital Management reduced its A.O. Smith (AOS) stake by 0.7% in Q2 2026, selling an estimated $32.9K and leaving 76,501 shares worth $4.8M. The position accounts for 1.08% of the portfolio, ranked #28.

Hunter Perkins Capital Management first reported a position in AOS in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.3M in Q1 2024. 231 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Hunter Perkins Capital Management held 76,501 shares of A.O. Smith worth $4.8M as of Q2 2026.
  • Hunter Perkins Capital Management sold 542 A.O. Smith shares in Q2 2026, an estimated $32.9K.
  • A.O. Smith made up 1.08% of Hunter Perkins Capital Management's portfolio in Q2 2026, its #28 holding.
  • Hunter Perkins Capital Management first reported a position in A.O. Smith in Q2 2022 and has held it in 17 quarters since.
  • Hunter Perkins Capital Management's A.O. Smith position peaked at $10.3M in Q1 2024.
  • 231 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Hunter Perkins Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.