Invariant Investment Management’s A.O. Smith AOS Stock Holding History

Invariant Investment 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 Q3	$580K	Buy	+10,218	New	+$616K	0.34%	38

Other funds holding AOS

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return

Ridgewood Investments Springfield, New Jersey $271M AUM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

Invariant Investment Management's AOS Position: Q3 2026 in Review

Invariant Investment Management opened a new position in A.O. Smith (AOS) in Q3 2026: 10,218 shares worth $580K. The stake represents 0.34% of the portfolio and ranks #38 among its holdings.

23 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Invariant Investment Management held 10,218 shares of A.O. Smith worth $580K as of Q3 2026.
A.O. Smith was a new Invariant Investment Management position in Q3 2026.
A.O. Smith made up 0.34% of Invariant Investment Management's portfolio in Q3 2026, its #38 holding.
23 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Invariant Investment Management's 13F filing for Q3 2026, filed 8 Oct 2026.