Seizert Capital Partners’s A.O. Smith AOS Stock Holding History

Seizert Capital Partners’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 Q1	$5.5M	Sell	83,382 -24,291	-23%	-$1.75M	0.25%	65
2025 Q4	$7.2M	Buy	107,673 +15,240	+16%	+$1.03M	0.3%	54
2025 Q3	$6.79M	Sell	92,433 -18,467	-17%	-$1.32M	0.29%	57
2025 Q2	$7.27M	Sell	110,900 -4,728	-4%	-$309K	0.32%	59
2025 Q1	$7.56M	Buy	115,628 +17,924	+18%	+$1.21M	0.35%	53
2024 Q4	$6.66M	Sell	97,704 -6,030	-6%	-$457K	0.3%	61
2024 Q3	$9.32M	Buy	103,734 +5,521	+6%	+$457K	0.42%	56
2024 Q2	$8.03M	Buy	+98,213	New	+$8.31M	0.4%	56

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Seizert Capital Partners's AOS Position: Q1 2026 in Review

Seizert Capital Partners reduced its A.O. Smith (AOS) stake by 23% in Q1 2026, selling an estimated $1.75M and leaving 83,382 shares worth $5.5M. The position accounts for 0.25% of the portfolio, ranked #65.

Seizert Capital Partners first reported a position in AOS in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.32M in Q3 2024. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Seizert Capital Partners held 83,382 shares of A.O. Smith worth $5.5M as of Q1 2026.
Seizert Capital Partners sold 24,291 A.O. Smith shares in Q1 2026, an estimated $1.75M.
A.O. Smith made up 0.25% of Seizert Capital Partners's portfolio in Q1 2026, its #65 holding.
Seizert Capital Partners first reported a position in A.O. Smith in Q2 2024 and has held it in 8 quarters since.
Seizert Capital Partners's A.O. Smith position peaked at $9.32M in Q3 2024.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Seizert Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.