SummitTX Capital’s A.O. Smith AOS Stock Holding History

SummitTX Capital’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	$4.14M	Buy	66,075 +23,825	+56%	+$1.44M	0.11%	216
2026 Q1	$2.79M	Buy	42,250 +6,172	+17%	+$445K	0.09%	249
2025 Q4	$2.41M	Buy	36,078 +27,238	+308%	+$1.84M	0.07%	278
2025 Q3	$649K	Buy	+8,840	New	+$631K	0.03%	468
2025 Q2	–	Sell	-10,905	Closed	-$713K	–	736
2025 Q1	$713K	Buy	+10,905	New	+$737K	0.03%	465

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SummitTX Capital's AOS Position: Q2 2026 in Review

SummitTX Capital increased its A.O. Smith (AOS) stake by 56% in Q2 2026, buying an estimated $1.44M and bringing the position to 66,075 shares worth $4.14M. The position accounts for 0.11% of the portfolio, ranked #216.

SummitTX Capital first reported a position in AOS in Q1 2025 and has held it in 5 quarters since. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

SummitTX Capital held 66,075 shares of A.O. Smith worth $4.14M as of Q2 2026.
SummitTX Capital bought 23,825 A.O. Smith shares in Q2 2026, an estimated $1.44M.
A.O. Smith made up 0.11% of SummitTX Capital's portfolio in Q2 2026, its #216 holding.
SummitTX Capital first reported a position in A.O. Smith in Q1 2025 and has held it in 5 quarters since.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.