Qsemble Capital Management’s A.O. Smith AOS Stock Holding History

Qsemble Capital 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	-16,517	Closed	-$1.09M	–	385
2026 Q1	$1.09M	Buy	+16,517	New	+$1.19M	0.08%	267
2025 Q4	–	Sell	-13,423	Closed	-$985K	–	478
2025 Q3	$985K	Sell	13,423 -17,481	-57%	-$1.25M	0.1%	240
2025 Q2	$2.03M	Buy	+30,904	New	+$2.02M	0.19%	162
2025 Q1	–	Sell	-41,157	Closed	-$2.81M	–	427
2024 Q4	$2.81M	Buy	+41,157	New	+$3.12M	0.37%	96
2023 Q4	–	Sell	-18,700	Closed	-$1.24M	–	351
2023 Q3	$1.24M	Buy	+18,700	New	+$1.33M	0.23%	147
2023 Q2	–	Sell	-3,400	Closed	-$235K	–	212
2023 Q1	$235K	Buy	+3,400	New	+$221K	0.16%	202

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

Qsemble Capital Management's AOS Position: Q2 2026 in Review

Qsemble Capital Management sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 16,517 shares — an estimated $1.09M sold.

Qsemble Capital Management first reported a position in AOS in Q1 2023 and held it in 6 quarters. The position peaked at $2.81M in Q4 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Qsemble Capital Management reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
Qsemble Capital Management sold 16,517 A.O. Smith shares in Q2 2026, an estimated $1.09M.
Qsemble Capital Management first reported a position in A.O. Smith in Q1 2023 and held it in 6 quarters.
Qsemble Capital Management's A.O. Smith position peaked at $2.81M in Q4 2024.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Qsemble Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.