Reinhart Partners’s A.O. Smith AOS Stock Holding History

Reinhart 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	$5.77M	Sell	91,963 -10,723	-10%	-$650K	0.13%	48
2026 Q1	$6.77M	Buy	102,686 +7,748	+8%	+$558K	0.19%	40
2025 Q4	$6.35M	Sell	94,938 -10,030	-10%	-$678K	0.19%	47
2025 Q3	$7.71M	Sell	104,968 -4,292	-4%	-$306K	0.25%	54
2025 Q2	$7.16M	Buy	+109,260	New	+$7.15M	0.24%	61
2014 Q1	–	Sell	-8,324	Closed	-$224K	–	165
2013 Q4	$224K	Sell	8,324 -2,700	-24%	-$69.2K	0.02%	160
2013 Q3	$249K	Buy	+11,024	New	+$231K	0.02%	165

Other funds holding AOS

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return