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

Revisor 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	$350K	Buy	5,914 +490	+9%	+$29.5K	0.09%	242
2026 Q2	$340K	Sell	5,424 -706	-12%	-$42.8K	0.08%	276
2026 Q1	$404K	Sell	6,130 -417	-6%	-$30.1K	0.11%	201
2025 Q4	$476K	Sell	6,547 -7	-0.1%	-$473	0.13%	172
2025 Q3	$456K	Sell	6,554 -1,552	-19%	-$111K	0.16%	140
2025 Q2	$570K	Buy	8,106 +839	+12%	+$54.9K	0.21%	113
2025 Q1	$475K	Buy	7,267 +4,265	+142%	+$288K	0.21%	115
2024 Q4	$204K	Sell	3,002 -1,081	-26%	-$81.9K	0.19%	120
2024 Q3	$367K	Buy	4,083 +132	+3%	+$10.9K	0.23%	105
2024 Q2	$323K	Sell	3,951 -3,260	-45%	-$276K	0.22%	105
2024 Q1	$620K	Buy	7,211 +3,799	+111%	+$313K	0.28%	90
2023 Q4	$281K	Sell	3,412 -463	-12%	-$34.1K	0.32%	84
2023 Q3	$256K	Buy	3,875 +74	+2%	+$5.25K	0.22%	127
2023 Q2	$277K	Sell	3,801 -521	-12%	-$35.7K	0.25%	119
2023 Q1	$299K	Buy	+4,322	New	+$281K	0.27%	99

Other funds holding AOS

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

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

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

Revisor Wealth Management increased its A.O. Smith (AOS) stake by 9% in Q3 2026, buying an estimated $29.5K and bringing the position to 5,914 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #242.

Revisor Wealth Management first reported a position in AOS in Q1 2023 and has held it in 15 quarters since. The position peaked at $620K in Q1 2024. 97 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Revisor Wealth Management held 5,914 shares of A.O. Smith worth $350K as of Q3 2026.
Revisor Wealth Management bought 490 A.O. Smith shares in Q3 2026, an estimated $29.5K.
A.O. Smith made up 0.09% of Revisor Wealth Management's portfolio in Q3 2026, its #242 holding.
Revisor Wealth Management first reported a position in A.O. Smith in Q1 2023 and has held it in 15 quarters since.
Revisor Wealth Management's A.O. Smith position peaked at $620K in Q1 2024.
97 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Revisor Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.