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
2026 Q1	$231K	Buy	+3,500	New	+$252K	0.01%	629

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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. 643 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.
643 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.