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

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

Reinhart Partners's AOS Position: Q2 2026 in Review

Reinhart Partners reduced its A.O. Smith (AOS) stake by 10% in Q2 2026, selling an estimated $650K and leaving 91,963 shares worth $5.77M. The position accounts for 0.13% of the portfolio, ranked #48.

Reinhart Partners first reported a position in AOS in Q3 2013 and has held it in 7 quarters since. The position peaked at $7.71M in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Reinhart Partners held 91,963 shares of A.O. Smith worth $5.77M as of Q2 2026.
Reinhart Partners sold 10,723 A.O. Smith shares in Q2 2026, an estimated $650K.
A.O. Smith made up 0.13% of Reinhart Partners's portfolio in Q2 2026, its #48 holding.
Reinhart Partners first reported a position in A.O. Smith in Q3 2013 and has held it in 7 quarters since.
Reinhart Partners's A.O. Smith position peaked at $7.71M in Q3 2025.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Reinhart Partners's 13F filing for Q2 2026, filed 8 Jul 2026.