Perigon Wealth Management’s A.O. Smith AOS Stock Holding History

Perigon Wealth 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 Q3	$282K	Buy	5,005 +1,769	+55%	+$107K	﹤0.01%	1184
2026 Q2	$203K	Sell	3,236 -758	-19%	-$45.9K	﹤0.01%	1365
2026 Q1	$263K	Sell	3,994 -1,209	-23%	-$87.1K	﹤0.01%	1068
2025 Q4	$348K	Buy	+5,203	New	+$352K	0.01%	961

Other funds holding AOS

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Perigon Wealth Management's AOS Position: Q3 2026 in Review

Perigon Wealth Management increased its A.O. Smith (AOS) stake by 55% in Q3 2026, buying an estimated $107K and bringing the position to 5,005 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

Perigon Wealth Management first reported a position in AOS in Q4 2025 and has held it in 4 quarters since. The position peaked at $348K in Q4 2025. 142 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Perigon Wealth Management held 5,005 shares of A.O. Smith worth $282K as of Q3 2026.
Perigon Wealth Management bought 1,769 A.O. Smith shares in Q3 2026, an estimated $107K.
A.O. Smith made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1184 holding.
Perigon Wealth Management first reported a position in A.O. Smith in Q4 2025 and has held it in 4 quarters since.
Perigon Wealth Management's A.O. Smith position peaked at $348K in Q4 2025.
142 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.