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 Q3	$366K	Buy	6,499 +881	+16%	+$53.1K	0.03%	426
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

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

V-Square Quantitative Management's AOS Position: Q3 2026 in Review

V-Square Quantitative Management increased its A.O. Smith (AOS) stake by 16% in Q3 2026, buying an estimated $53.1K and bringing the position to 6,499 shares worth $366K. The position accounts for 0.03% of the portfolio, ranked #426.

V-Square Quantitative Management first reported a position in AOS in Q2 2023 and has held it in 13 quarters since. 97 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

V-Square Quantitative Management held 6,499 shares of A.O. Smith worth $366K as of Q3 2026.
V-Square Quantitative Management bought 881 A.O. Smith shares in Q3 2026, an estimated $53.1K.
A.O. Smith made up 0.03% of V-Square Quantitative Management's portfolio in Q3 2026, its #426 holding.
V-Square Quantitative Management first reported a position in A.O. Smith in Q2 2023 and has held it in 13 quarters since.
97 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.