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AOS icon

Inspire Investing’s A.O. Smith AOS Stock Holding History

Inspire Investing’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 		$1.62M Buy
24,632
+6,223
+34% +$448K 0.09% 258
2025
Q4 		$1.23M Buy
18,409
+1,124
+7% +$76K 0.11% 226
2025
Q3 		$1.27M Sell
17,285
-188
-1% -$13.4K 0.12% 181
2025
Q2 		$1.15M Sell
17,473
-593
-3% -$38.8K 0.12% 183
2025
Q1 		$1.18M Buy
18,066
+1,533
+9% +$104K 0.14% 156
2024
Q4 		$1.13M Buy
16,533
+1,155
+8% +$87.5K 0.13% 184
2024
Q3 		$1.38M Sell
15,378
-1,559
-9% -$129K 0.14% 146
2024
Q2 		$1.39M Sell
16,937
-3,514
-17% -$297K 0.16% 153
2024
Q1 		$1.83M Buy
+20,451
New +$1.69M 0.19% 133
2023
Q1 		– Sell
-10,581
Closed -$606K – 782
2022
Q4 		$606K Buy
10,581
+688
+7% +$38.5K 0.08% 197
2022
Q3 		$481K Buy
9,893
+554
+6% +$31.8K 0.07% 198
2022
Q2 		$511K Sell
9,339
-554
-6% -$33.2K 0.07% 206
2022
Q1 		$632K Buy
9,893
+1,029
+12% +$74.9K 0.07% 209
2021
Q4 		$761K Buy
8,864
+603
+7% +$46K 0.09% 192
2021
Q3 		$504K Buy
8,261
+2,078
+34% +$145K 0.06% 218
2021
Q2 		$446K Buy
6,183
+2,162
+54% +$149K 0.06% 383
2021
Q1 		$272K Buy
+4,021
New +$245K 0.04% 547

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

Inspire Investing's AOS Position: Q1 2026 in Review

Inspire Investing increased its A.O. Smith (AOS) stake by 34% in Q1 2026, buying an estimated $448K and bringing the position to 24,632 shares worth $1.62M. The position accounts for 0.09% of the portfolio, ranked #258.

Inspire Investing first reported a position in AOS in Q1 2021 and has held it in 17 quarters since. The position peaked at $1.83M in Q1 2024. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Inspire Investing held 24,632 shares of A.O. Smith worth $1.62M as of Q1 2026.
  • Inspire Investing bought 6,223 A.O. Smith shares in Q1 2026, an estimated $448K.
  • A.O. Smith made up 0.09% of Inspire Investing's portfolio in Q1 2026, its #258 holding.
  • Inspire Investing first reported a position in A.O. Smith in Q1 2021 and has held it in 17 quarters since.
  • Inspire Investing's A.O. Smith position peaked at $1.83M in Q1 2024.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Inspire Investing's 13F filing for Q1 2026, filed 23 Apr 2026.