Lionshead Wealth Management’s A.O. Smith AOS Stock Holding History

Lionshead Wealth 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	–	Sell	-18,976	Closed	-$1.19M	–	110
2026 Q2	$1.19M	Hold	18,976	–	–	0.77%	37
2026 Q1	$1.25M	Buy	18,976 +9,488	+100%	+$684K	0.92%	34
2025 Q4	$635K	Hold	9,488	–	–	0.48%	53
2025 Q3	$697K	Hold	9,488	–	–	0.55%	52
2025 Q2	$622K	Sell	9,488 -163	-2%	-$10.7K	0.57%	50
2025 Q1	$631K	Sell	9,651 -492	-5%	-$33.3K	0.66%	43
2024 Q4	$692K	Buy	+10,143	New	+$768K	0.5%	45

Other funds holding AOS

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Eurizon Capital SGR SpA Milan $37.6B AUM 38.21% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Lionshead Wealth Management's AOS Position: Q3 2026 in Review

Lionshead Wealth Management sold out of A.O. Smith (AOS) in Q3 2026, closing a stake of 18,976 shares — an estimated $1.19M sold.

Lionshead Wealth Management first reported a position in AOS in Q4 2024 and held it in 7 quarters. The position peaked at $1.25M in Q1 2026. 292 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Lionshead Wealth Management reported no remaining A.O. Smith position as of Q3 2026 after selling out during the quarter.
Lionshead Wealth Management sold 18,976 A.O. Smith shares in Q3 2026, an estimated $1.19M.
Lionshead Wealth Management first reported a position in A.O. Smith in Q4 2024 and held it in 7 quarters.
Lionshead Wealth Management's A.O. Smith position peaked at $1.25M in Q1 2026.
292 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Lionshead Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.