Pathstone Holdings’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
$1.32M Buy
21,025
+6,356
+43% +$385K ﹤0.01% 1363
2026
Q1
$967K Buy
14,669
+937
+7% +$67.5K ﹤0.01% 1426
2025
Q4
$918K Sell
13,732
-2,400
-15% -$162K ﹤0.01% 1459
2025
Q3
$1.18M Buy
16,132
+1,715
+12% +$122K ﹤0.01% 1322
2025
Q2
$945K Sell
14,417
-606
-4% -$39.6K ﹤0.01% 1420
2025
Q1
$982K Buy
15,023
+907
+6% +$61.3K ﹤0.01% 1391
2024
Q4
$963K Buy
14,116
+1,235
+10% +$93.5K ﹤0.01% 1383
2024
Q3
$1.16M Sell
12,881
-912
-7% -$75.5K 0.01% 1284
2024
Q2
$1.13M Sell
13,793
-468
-3% -$39.6K 0.01% 1257
2024
Q1
$1.28M Sell
14,261
-415
-3% -$34.2K 0.01% 1133
2023
Q4
$1.21M Buy
+14,676
New +$1.08M 0.01% 970

Other funds holding AOS

Pathstone Holdings's AOS Position: Q2 2026 in Review

Pathstone Holdings increased its A.O. Smith (AOS) stake by 43% in Q2 2026, buying an estimated $385K and bringing the position to 21,025 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1363.

Pathstone Holdings first reported a position in AOS in Q4 2023 and has held it in 11 quarters since. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Pathstone Holdings held 21,025 shares of A.O. Smith worth $1.32M as of Q2 2026.
  • Pathstone Holdings bought 6,356 A.O. Smith shares in Q2 2026, an estimated $385K.
  • A.O. Smith made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1363 holding.
  • Pathstone Holdings first reported a position in A.O. Smith in Q4 2023 and has held it in 11 quarters since.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.