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Stoneridge Investment Partners’s A.O. Smith AOS Stock Holding History

Stoneridge Investment 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
Q2 		$572K Buy
+9,510
New +$576K 0.38% 89
2014
Q4 		– Sell
-55,800
Closed -$1.32M – 255
2014
Q3 		$1.32M Sell
55,800
-70
-0.1% -$1.7K 0.2% 139
2014
Q2 		$1.39M Buy
+55,870
New +$1.34M 0.21% 133

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Stoneridge Investment Partners's AOS Position: Q2 2026 in Review

Stoneridge Investment Partners opened a new position in A.O. Smith (AOS) in Q2 2026: 9,510 shares worth $572K. The stake represents 0.38% of the portfolio and ranks #89 among its holdings. This is a return to the name: Stoneridge Investment Partners previously reported a position in AOS as recently as Q3 2014.

Stoneridge Investment Partners first reported a position in AOS in Q2 2014 and has held it in 3 quarters since. The position peaked at $1.39M in Q2 2014. 611 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Stoneridge Investment Partners held 9,510 shares of A.O. Smith worth $572K as of Q2 2026.
  • A.O. Smith was a new Stoneridge Investment Partners position in Q2 2026.
  • A.O. Smith made up 0.38% of Stoneridge Investment Partners's portfolio in Q2 2026, its #89 holding.
  • Stoneridge Investment Partners first reported a position in A.O. Smith in Q2 2014 and has held it in 3 quarters since.
  • Stoneridge Investment Partners's A.O. Smith position peaked at $1.39M in Q2 2014.
  • 611 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Stoneridge Investment Partners's 13F filing for Q2 2026, filed 6 Aug 2026.