Perbak Capital Partners’s A.O. Smith AOS Stock Holding History

Perbak Capital 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	–	Sell	-8,307	Closed	-$548K	–	28
2026 Q1	$548K	Buy	+8,307	New	+$599K	0.13%	175

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perbak Capital Partners's AOS Position: Q2 2026 in Review

Perbak Capital Partners sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 8,307 shares — an estimated $548K sold.

Perbak Capital Partners first reported a position in AOS in Q1 2026 and held it in 1 quarter. The position peaked at $548K in Q1 2026. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Perbak Capital Partners reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
Perbak Capital Partners sold 8,307 A.O. Smith shares in Q2 2026, an estimated $548K.
Perbak Capital Partners first reported a position in A.O. Smith in Q1 2026 and held it in 1 quarter.
Perbak Capital Partners's A.O. Smith position peaked at $548K in Q1 2026.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Perbak Capital Partners's 13F filing for Q2 2026.