Sanctuary Advisors’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
$2.1M Buy
33,468
+5,163
+18% +$313K 0.01% 1025
2026
Q1
$1.87M Sell
28,305
-6,438
-19% -$464K 0.01% 988
2025
Q4
$2.32M Sell
34,743
-627
-2% -$42.4K 0.01% 852
2025
Q3
$2.6M Sell
35,370
-2,092
-6% -$149K 0.01% 760
2025
Q2
$2.46M Buy
37,462
+2,087
+6% +$137K 0.02% 761
2025
Q1
$2.31M Buy
35,375
+16,409
+87% +$1.11M 0.02% 727
2024
Q4
$1.28M Buy
18,966
+596
+3% +$45.1K 0.01% 1103
2024
Q3
$1.35M Buy
18,370
+1,882
+11% +$156K 0.01% 1103
2024
Q2
$1.37M Buy
+16,488
New +$1.4M 0.01% 1017

Other funds holding AOS

Sanctuary Advisors's AOS Position: Q2 2026 in Review

Sanctuary Advisors increased its A.O. Smith (AOS) stake by 18% in Q2 2026, buying an estimated $313K and bringing the position to 33,468 shares worth $2.1M. The position accounts for 0.01% of the portfolio, ranked #1025.

Sanctuary Advisors first reported a position in AOS in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.6M in Q3 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Sanctuary Advisors held 33,468 shares of A.O. Smith worth $2.1M as of Q2 2026.
  • Sanctuary Advisors bought 5,163 A.O. Smith shares in Q2 2026, an estimated $313K.
  • A.O. Smith made up 0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #1025 holding.
  • Sanctuary Advisors first reported a position in A.O. Smith in Q2 2024 and has held it in 9 quarters since.
  • Sanctuary Advisors's A.O. Smith position peaked at $2.6M in Q3 2025.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.