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 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 $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

V-Square Quantitative Management's AOS Position: Q1 2026 in Review

V-Square Quantitative Management increased its A.O. Smith (AOS) stake by 5.9% in Q1 2026, buying an estimated $17.6K and bringing the position to 4,353 shares worth $287K. The position accounts for 0.03% of the portfolio, ranked #447.

V-Square Quantitative Management first reported a position in AOS in Q2 2023 and has held it in 11 quarters since. The position peaked at $324K in Q3 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

V-Square Quantitative Management held 4,353 shares of A.O. Smith worth $287K as of Q1 2026.
V-Square Quantitative Management bought 244 A.O. Smith shares in Q1 2026, an estimated $17.6K.
A.O. Smith made up 0.03% of V-Square Quantitative Management's portfolio in Q1 2026, its #447 holding.
V-Square Quantitative Management first reported a position in A.O. Smith in Q2 2023 and has held it in 11 quarters since.
V-Square Quantitative Management's A.O. Smith position peaked at $324K in Q3 2024.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on V-Square Quantitative Management's 13F filing for Q1 2026, filed 27 Apr 2026.