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Patton Fund Management’s A.O. Smith AOS Stock Holding History

Patton Fund 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
Q2 		– Sell
-3,688
Closed -$243K – 110
2026
Q1 		$243K Buy
3,688
+300
+9% +$21.6K 0.04% 316
2025
Q4 		$227K Hold
3,388
– – 0.03% 273
2025
Q3 		$249K Hold
3,388
– – 0.04% 270
2025
Q2 		$222K Buy
+3,388
New +$222K 0.05% 374

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Patton Fund Management's AOS Position: Q2 2026 in Review

Patton Fund Management sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 3,688 shares — an estimated $243K sold.

Patton Fund Management first reported a position in AOS in Q2 2025 and held it in 4 quarters. The position peaked at $249K in Q3 2025. 103 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Patton Fund Management reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Patton Fund Management sold 3,688 A.O. Smith shares in Q2 2026, an estimated $243K.
  • Patton Fund Management first reported a position in A.O. Smith in Q2 2025 and held it in 4 quarters.
  • Patton Fund Management's A.O. Smith position peaked at $249K in Q3 2025.
  • 103 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.