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&Partners’s A.O. Smith AOS Stock Holding History

&Partners’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 		$8.63M Buy
137,441
+8,668
+7% +$525K 0.04% 425
2026
Q1 		$8.5M Buy
128,773
+16,247
+14% +$1.17M 0.04% 373
2025
Q4 		$7.53M Buy
112,526
+78,483
+231% +$5.3M 0.04% 379
2025
Q3 		$6.82M Buy
34,043
+504
+2% +$36K 0.04% 346
2025
Q2 		$2.2M Buy
33,539
+8,654
+35% +$566K 0.02% 628
2025
Q1 		$1.63M Buy
24,885
+3,356
+16% +$227K 0.02% 622
2024
Q4 		$1.48M Buy
+21,529
New +$1.63M 0.02% 606

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

&Partners's AOS Position: Q2 2026 in Review

&Partners increased its A.O. Smith (AOS) stake by 6.7% in Q2 2026, buying an estimated $525K and bringing the position to 137,441 shares worth $8.63M. The position accounts for 0.04% of the portfolio, ranked #425.

&Partners first reported a position in AOS in Q4 2024 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • &Partners held 137,441 shares of A.O. Smith worth $8.63M as of Q2 2026.
  • &Partners bought 8,668 A.O. Smith shares in Q2 2026, an estimated $525K.
  • A.O. Smith made up 0.04% of &Partners's portfolio in Q2 2026, its #425 holding.
  • &Partners first reported a position in A.O. Smith in Q4 2024 and has held it in 7 quarters since.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.