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

Scharf Investments’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	–	Sell	-374,792	Closed	-$23.5M	–	75
2026 Q2	$23.5M	Buy	+374,792	New	+$22.7M	0.78%	35

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Scharf Investments's AOS Position: Q3 2026 in Review

Scharf Investments sold out of A.O. Smith (AOS) in Q3 2026, closing a stake of 374,792 shares — an estimated $23.5M sold.

Scharf Investments first reported a position in AOS in Q2 2026 and held it in 1 quarter. The position peaked at $23.5M in Q2 2026. 522 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Scharf Investments reported no remaining A.O. Smith position as of Q3 2026 after selling out during the quarter.
Scharf Investments sold 374,792 A.O. Smith shares in Q3 2026, an estimated $23.5M.
Scharf Investments first reported a position in A.O. Smith in Q2 2026 and held it in 1 quarter.
Scharf Investments's A.O. Smith position peaked at $23.5M in Q2 2026.
522 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Scharf Investments's 13F filing for Q3 2026, filed 12 Nov 2026.