Rossby Financial’s A.O. Smith AOS Stock Holding History

Rossby Financial’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	$2.07K	Buy	33 +28	+560%	+$1.7K	﹤0.01%	1713
2026 Q1	$325	Hold	5	–	–	﹤0.01%	2150
2025 Q4	$334	Buy	+5	New	+$338	﹤0.01%	1701

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

Rossby Financial's AOS Position: Q2 2026 in Review

Rossby Financial increased its A.O. Smith (AOS) stake by 560% in Q2 2026, buying an estimated $1.7K and bringing the position to 33 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1713.

Rossby Financial first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Rossby Financial held 33 shares of A.O. Smith worth $2.07K as of Q2 2026.
Rossby Financial bought 28 A.O. Smith shares in Q2 2026, an estimated $1.7K.
A.O. Smith made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1713 holding.
Rossby Financial first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.