Ridgewood Investments’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$752K Buy
11,982
+3,645
+44% +$221K 0.28% 115
2026
Q1
$550K Buy
+8,337
New +$601K 0.22% 129
2025
Q3
$460K Sell
6,272
-19
-0.3% -$1.36K 0.19% 134
2025
Q2
$413K Buy
6,291
+1,009
+19% +$66K 0.18% 132
2025
Q1
$345K Buy
5,282
+4,406
+503% +$298K 0.16% 143
2024
Q4
$59.7K Buy
+876
New +$66.3K 0.03% 281

Other funds holding AOS

Ridgewood Investments's AOS Position: Q2 2026 in Review

Ridgewood Investments increased its A.O. Smith (AOS) stake by 44% in Q2 2026, buying an estimated $221K and bringing the position to 11,982 shares worth $752K. The position accounts for 0.28% of the portfolio, ranked #115.

Ridgewood Investments first reported a position in AOS in Q4 2024 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Ridgewood Investments held 11,982 shares of A.O. Smith worth $752K as of Q2 2026.
  • Ridgewood Investments bought 3,645 A.O. Smith shares in Q2 2026, an estimated $221K.
  • A.O. Smith made up 0.28% of Ridgewood Investments's portfolio in Q2 2026, its #115 holding.
  • Ridgewood Investments first reported a position in A.O. Smith in Q4 2024 and has held it in 6 quarters since.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.