Optima Capital’s A.O. Smith AOS Stock Holding History

Optima Capital’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	–	Sell	-8	Closed	-$535	–	216
2025 Q4	$535	Buy	+8	New	+$541	﹤0.01%	1179

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

Optima Capital's AOS Position: Q1 2026 in Review

Optima Capital sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 8 shares — an estimated $535 sold.

Optima Capital first reported a position in AOS in Q4 2025 and held it in 1 quarter. The position peaked at $535 in Q4 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Optima Capital reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 8 A.O. Smith shares in Q1 2026, an estimated $535.
Optima Capital first reported a position in A.O. Smith in Q4 2025 and held it in 1 quarter.
Optima Capital's A.O. Smith position peaked at $535 in Q4 2025.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.