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Linden Thomas Advisory Services’s A.O. Smith AOS Stock Holding History

Linden Thomas Advisory Services’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 		$551K Sell
8,778
-10
-0.1% -$606 0.04% 400
2026
Q1 		$579K Buy
8,788
+64
+0.7% +$4.61K 0.06% 382
2025
Q4 		$583K Sell
8,724
-22
-0.3% -$1.49K 0.06% 377
2025
Q3 		$642K Buy
8,746
+234
+3% +$16.7K 0.07% 368
2025
Q2 		$558K Sell
8,512
-86
-1% -$5.63K 0.06% 380
2025
Q1 		$562K Buy
8,598
+35
+0.4% +$2.37K 0.07% 357
2024
Q4 		$584K Sell
8,563
-74
-0.9% -$5.6K 0.07% 364
2024
Q3 		$776K Sell
8,637
-48
-0.6% -$3.97K 0.11% 312
2024
Q2 		$710K Buy
8,685
+53
+0.6% +$4.49K 0.11% 309
2024
Q1 		$772K Sell
8,632
-67
-0.8% -$5.53K 0.12% 301
2023
Q4 		$717K Buy
8,699
+99
+1% +$7.3K 0.13% 291
2023
Q3 		$569K Sell
8,600
-904
-10% -$64.2K 0.13% 315
2023
Q2 		$692K Buy
9,504
+289
+3% +$19.8K 0.15% 262
2023
Q1 		$637K Buy
9,215
+1,786
+24% +$116K 0.16% 247
2022
Q4 		$425K Buy
+7,429
New +$415K 0.12% 270

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Linden Thomas Advisory Services's AOS Position: Q2 2026 in Review

Linden Thomas Advisory Services reduced its A.O. Smith (AOS) stake by 0.11% in Q2 2026, selling an estimated $606 and leaving 8,778 shares worth $551K. The position accounts for 0.04% of the portfolio, ranked #400.

Linden Thomas Advisory Services first reported a position in AOS in Q4 2022 and has held it in 15 quarters since. The position peaked at $776K in Q3 2024. 136 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Linden Thomas Advisory Services held 8,778 shares of A.O. Smith worth $551K as of Q2 2026.
  • Linden Thomas Advisory Services sold 10 A.O. Smith shares in Q2 2026, an estimated $606.
  • A.O. Smith made up 0.04% of Linden Thomas Advisory Services's portfolio in Q2 2026, its #400 holding.
  • Linden Thomas Advisory Services first reported a position in A.O. Smith in Q4 2022 and has held it in 15 quarters since.
  • Linden Thomas Advisory Services's A.O. Smith position peaked at $776K in Q3 2024.
  • 136 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.