MV Capital Management’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.14K Sell
82
-1
-1% -$61 ﹤0.01% 640
2026
Q1
$5.47K Sell
83
-1
-1% -$72 ﹤0.01% 606
2025
Q4
$5.62K Sell
84
-1
-1% -$68 ﹤0.01% 597
2025
Q3
$6.24K Sell
85
-8
-9% -$571 ﹤0.01% 584
2025
Q2
$6.1K Sell
93
-16
-15% -$1.05K ﹤0.01% 591
2025
Q1
$7.13K Buy
109
+10
+10% +$676 ﹤0.01% 566
2024
Q4
$6.75K Sell
99
-5
-5% -$379 ﹤0.01% 571
2024
Q3
$9.34K Hold
104
﹤0.01% 542
2024
Q2
$8.51K Hold
104
﹤0.01% 549
2024
Q1
$9.3K Hold
104
﹤0.01% 535
2023
Q4
$8.57K Hold
104
﹤0.01% 543
2023
Q3
$6.88K Hold
104
﹤0.01% 555
2023
Q2
$7.57K Buy
104
+5
+5% +$342 ﹤0.01% 553
2023
Q1
$6.85K Sell
99
-3
-3% -$195 ﹤0.01% 558
2022
Q4
$5.84K Buy
102
+35
+52% +$1.96K ﹤0.01% 536
2022
Q3
$3K Buy
67
+61
+1,017% +$3.5K ﹤0.01% 578
2022
Q2
$0 Sell
6
-17
-74% -$1.02K ﹤0.01% 680
2022
Q1
$1K Buy
23
+13
+130% +$946 ﹤0.01% 667
2021
Q4
$1K Buy
+10
New +$762 ﹤0.01% 671
2016
Q3
Sell
-46
Closed -$2K 357
2016
Q2
$2K Buy
+46
New +$1.86K ﹤0.01% 313
2015
Q1
Sell
-180
Closed -$5K 428
2014
Q4
$5K Buy
+180
New +$4.7K ﹤0.01% 365

Other funds holding AOS

MV Capital Management's AOS Position: Q2 2026 in Review

MV Capital Management reduced its A.O. Smith (AOS) stake by 1.2% in Q2 2026, selling an estimated $61 and leaving 82 shares worth $5.14K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

MV Capital Management first reported a position in AOS in Q4 2014 and has held it in 21 quarters since. The position peaked at $9.34K in Q3 2024. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • MV Capital Management held 82 shares of A.O. Smith worth $5.14K as of Q2 2026.
  • MV Capital Management sold 1 A.O. Smith share in Q2 2026, an estimated $61.
  • A.O. Smith made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #640 holding.
  • MV Capital Management first reported a position in A.O. Smith in Q4 2014 and has held it in 21 quarters since.
  • MV Capital Management's A.O. Smith position peaked at $9.34K in Q3 2024.
  • 614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.