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

Lighthouse 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
2025 Q4	–	Sell	-64,052	Closed	-$4.7M	–	882
2025 Q3	$4.7M	Buy	+64,052	New	+$4.57M	0.14%	198
2025 Q2	–	Sell	-20,000	Closed	-$1.31M	–	539
2025 Q1	$1.31M	Buy	+20,000	New	+$1.35M	0.05%	303
2024 Q3	–	Sell	-11,831	Closed	-$968K	–	428
2024 Q2	$968K	Buy	11,831 +7,831	+196%	+$663K	0.04%	292
2024 Q1	$358K	Buy	+4,000	New	+$330K	0.02%	345
2023 Q3	–	Sell	-27,200	Closed	-$1.98M	–	325
2023 Q2	$1.98M	Sell	27,200 -12,800	-32%	-$876K	0.11%	169
2023 Q1	$2.77M	Buy	+40,000	New	+$2.6M	0.18%	126
2022 Q2	–	Sell	-42,000	Closed	-$2.68M	–	56
2022 Q1	$2.68M	Buy	+42,000	New	+$3.06M	1.62%	24

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lighthouse Investment Partners's AOS Position: Q4 2025 in Review

Lighthouse Investment Partners sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 64,052 shares — an estimated $4.7M sold.

Lighthouse Investment Partners first reported a position in AOS in Q1 2022 and held it in 7 quarters. The position peaked at $4.7M in Q3 2025. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

Lighthouse Investment Partners reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
Lighthouse Investment Partners sold 64,052 A.O. Smith shares in Q4 2025, an estimated $4.7M.
Lighthouse Investment Partners first reported a position in A.O. Smith in Q1 2022 and held it in 7 quarters.
Lighthouse Investment Partners's A.O. Smith position peaked at $4.7M in Q3 2025.
647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Lighthouse Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.