MQS Management’s A.O. Smith AOS Stock Holding History

MQS 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 Q1	$397K	Sell	6,022 -516	-8%	-$37.2K	0.27%	144
2025 Q4	$437K	Buy	+6,538	New	+$442K	0.26%	148
2025 Q2	–	Sell	-4,549	Closed	-$297K	–	451
2025 Q1	$297K	Buy	+4,549	New	+$307K	0.17%	263
2024 Q3	–	Sell	-4,875	Closed	-$399K	–	431
2024 Q2	$399K	Buy	+4,875	New	+$413K	0.24%	166
2024 Q1	–	Sell	-2,621	Closed	-$216K	–	438
2023 Q4	$216K	Sell	2,621 -2,996	-53%	-$221K	0.12%	364
2023 Q3	$371K	Buy	+5,617	New	+$399K	0.23%	186
2022 Q4	–	Sell	-8,552	Closed	-$415K	–	378
2022 Q3	$415K	Buy	+8,552	New	+$491K	0.27%	130
2022 Q2	–	Sell	-4,661	Closed	-$298K	–	388
2022 Q1	$298K	Buy	+4,661	New	+$339K	0.24%	193

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

MQS Management's AOS Position: Q1 2026 in Review

MQS Management reduced its A.O. Smith (AOS) stake by 7.9% in Q1 2026, selling an estimated $37.2K and leaving 6,022 shares worth $397K. The position accounts for 0.27% of the portfolio, ranked #144.

MQS Management first reported a position in AOS in Q1 2022 and has held it in 8 quarters since. The position peaked at $437K in Q4 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

MQS Management held 6,022 shares of A.O. Smith worth $397K as of Q1 2026.
MQS Management sold 516 A.O. Smith shares in Q1 2026, an estimated $37.2K.
A.O. Smith made up 0.27% of MQS Management's portfolio in Q1 2026, its #144 holding.
MQS Management first reported a position in A.O. Smith in Q1 2022 and has held it in 8 quarters since.
MQS Management's A.O. Smith position peaked at $437K in Q4 2025.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.