Talaria Asset Management’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
Other funds holding AOS
Talaria Asset Management's AOS Position: Q2 2026 in Review
Talaria Asset Management increased its A.O. Smith (AOS) stake by 53% in Q2 2026, buying an estimated $25.3M and bringing the position to 1,200,700 shares worth $75.3M. The position accounts for 16.12% of the portfolio, ranked #2.
Talaria Asset Management first reported a position in AOS in Q1 2026 and has held it in 2 quarters since. 605 funds tracked by Wall St. Rank hold AOS as of Q2 2026.
- Talaria Asset Management held 1,200,700 shares of A.O. Smith worth $75.3M as of Q2 2026.
- Talaria Asset Management bought 416,800 A.O. Smith shares in Q2 2026, an estimated $25.3M.
- A.O. Smith made up 16.12% of Talaria Asset Management's portfolio in Q2 2026, its #2 holding.
- Talaria Asset Management first reported a position in A.O. Smith in Q1 2026 and has held it in 2 quarters since.
- 605 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.
Based on Talaria Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.