Versor Investments’s A.O. Smith AOS Stock Holding History

Versor Investments’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	–	Sell	-15,095	Closed	-$1.01M	–	66
2025 Q4	$1.01M	Buy	15,095 +1,800	+14%	+$122K	0.16%	139
2025 Q3	$976K	Buy	13,295 +3,042	+30%	+$217K	0.18%	117
2025 Q2	$672K	Buy	+10,253	New	+$671K	0.12%	287
2024 Q4	–	Sell	-4,200	Closed	-$377K	–	744
2024 Q3	$377K	Sell	4,200 -2,400	-36%	-$199K	0.06%	515
2024 Q2	$540K	Sell	6,600 -3,052	-32%	-$258K	0.1%	341
2024 Q1	$863K	Sell	9,652 -6,448	-40%	-$532K	0.17%	174
2023 Q4	$1.33M	Buy	+16,100	New	+$1.19M	0.27%	71
2022 Q3	–	Sell	-30,359	Closed	-$1.66M	–	785
2022 Q2	$1.66M	Buy	30,359 +16,881	+125%	+$1.01M	0.06%	118
2022 Q1	$861K	Sell	13,478 -48	-0.4%	-$3.49K	0.03%	158
2021 Q4	$1.16M	Sell	13,526 -4,407	-25%	-$336K	0.04%	98
2021 Q3	$1.09M	Buy	17,933 +6,429	+56%	+$449K	0.03%	102
2021 Q2	$829K	Buy	11,504 +4,700	+69%	+$324K	0.03%	83
2021 Q1	$460K	Buy	+6,804	New	+$414K	0.03%	147
2020 Q4	–	Sell	-7,900	Closed	-$417K	–	119
2020 Q3	$417K	Buy	+7,900	New	+$394K	0.04%	177

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

Versor Investments's AOS Position: Q1 2026 in Review

Versor Investments sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 15,095 shares — an estimated $1.01M sold.

Versor Investments first reported a position in AOS in Q3 2020 and held it in 14 quarters. The position peaked at $1.66M in Q2 2022. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Versor Investments reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
Versor Investments sold 15,095 A.O. Smith shares in Q1 2026, an estimated $1.01M.
Versor Investments first reported a position in A.O. Smith in Q3 2020 and held it in 14 quarters.
Versor Investments's A.O. Smith position peaked at $1.66M in Q2 2022.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Versor Investments's 13F filing for Q1 2026, filed 12 May 2026.