V-Square Quantitative Management’s A.O. Smith AOS Stock Holding History

V-Square Quantitative Management’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	$352K	Buy	5,618 +1,265	+29%	+$76.7K	0.03%	413
2026 Q1	$287K	Buy	4,353 +244	+6%	+$17.6K	0.03%	447
2025 Q4	$275K	Buy	+4,109	New	+$278K	0.03%	465
2025 Q3	–	Sell	-3,798	Closed	-$249K	–	191
2025 Q2	$249K	Sell	3,798 -185	-5%	-$12.1K	0.03%	472
2025 Q1	$260K	Sell	3,983 -106	-3%	-$7.16K	0.04%	432
2024 Q4	$279K	Buy	4,089 +482	+13%	+$36.5K	0.04%	428
2024 Q3	$324K	Buy	3,607 +543	+18%	+$44.9K	0.05%	399
2024 Q2	$251K	Sell	3,064 -7	-0.2%	-$592	0.04%	402
2024 Q1	$275K	Hold	3,071	–	–	0.04%	398
2023 Q4	$253K	Hold	3,071	–	–	0.04%	342
2023 Q3	$203K	Buy	3,071 +2,755	+872%	+$196K	0.09%	324
2023 Q2	$23K	Buy	+316	New	+$21.6K	0.02%	353

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

V-Square Quantitative Management's AOS Position: Q2 2026 in Review

V-Square Quantitative Management increased its A.O. Smith (AOS) stake by 29% in Q2 2026, buying an estimated $76.7K and bringing the position to 5,618 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #413.

V-Square Quantitative Management first reported a position in AOS in Q2 2023 and has held it in 12 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

V-Square Quantitative Management held 5,618 shares of A.O. Smith worth $352K as of Q2 2026.
V-Square Quantitative Management bought 1,265 A.O. Smith shares in Q2 2026, an estimated $76.7K.
A.O. Smith made up 0.03% of V-Square Quantitative Management's portfolio in Q2 2026, its #413 holding.
V-Square Quantitative Management first reported a position in A.O. Smith in Q2 2023 and has held it in 12 quarters since.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.