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SlateStone Wealth’s A.O. Smith AOS Stock Holding History

SlateStone Wealth’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 		$862K Buy
13,740
+250
+2% +$15.2K 0.07% 179
2026
Q1 		$890K Buy
13,490
+925
+7% +$66.7K 0.07% 170
2025
Q4 		$840K Hold
12,565
– – 0.07% 179
2025
Q3 		$922K Sell
12,565
-50
-0.4% -$3.57K 0.08% 165
2025
Q2 		$827K Hold
12,615
– – 0.08% 168
2025
Q1 		$825K Hold
12,615
– – 0.08% 164
2024
Q4 		$860K Buy
12,615
+425
+3% +$32.2K 0.08% 163
2024
Q3 		$1.09M Hold
12,190
– – 0.1% 147
2024
Q2 		$997K Sell
12,190
-234
-2% -$19.8K 0.11% 149
2024
Q1 		$1.11M Buy
+12,424
New +$1.02M 0.11% 137

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

SlateStone Wealth's AOS Position: Q2 2026 in Review

SlateStone Wealth increased its A.O. Smith (AOS) stake by 1.9% in Q2 2026, buying an estimated $15.2K and bringing the position to 13,740 shares worth $862K. The position accounts for 0.07% of the portfolio, ranked #179.

SlateStone Wealth first reported a position in AOS in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q1 2024. 109 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • SlateStone Wealth held 13,740 shares of A.O. Smith worth $862K as of Q2 2026.
  • SlateStone Wealth bought 250 A.O. Smith shares in Q2 2026, an estimated $15.2K.
  • A.O. Smith made up 0.07% of SlateStone Wealth's portfolio in Q2 2026, its #179 holding.
  • SlateStone Wealth first reported a position in A.O. Smith in Q1 2024 and has held it in 10 quarters since.
  • SlateStone Wealth's A.O. Smith position peaked at $1.11M in Q1 2024.
  • 109 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on SlateStone Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.