Wedge Capital Management
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Wedge Capital Management’s A.O. Smith AOS Stock Holding History

Wedge Capital 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 		$11.8M Sell
209,124
-15,393
-7% -$928K 0.21% 136
2026
Q2 		$14.1M Buy
+224,517
New +$13.6M 0.23% 114

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Perpetual Ltd
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Harvey Investment Company
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Assenagon Asset Management
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CX Institutional
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Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Wedge Capital Management's AOS Position: Q3 2026 in Review

Wedge Capital Management reduced its A.O. Smith (AOS) stake by 6.9% in Q3 2026, selling an estimated $928K and leaving 209,124 shares worth $11.8M. The position accounts for 0.21% of the portfolio, ranked #136.

Wedge Capital Management first reported a position in AOS in Q2 2026 and has held it in 2 quarters since. The position peaked at $14.1M in Q2 2026. 116 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Wedge Capital Management held 209,124 shares of A.O. Smith worth $11.8M as of Q3 2026.
  • Wedge Capital Management sold 15,393 A.O. Smith shares in Q3 2026, an estimated $928K.
  • A.O. Smith made up 0.21% of Wedge Capital Management's portfolio in Q3 2026, its #136 holding.
  • Wedge Capital Management first reported a position in A.O. Smith in Q2 2026 and has held it in 2 quarters since.
  • Wedge Capital Management's A.O. Smith position peaked at $14.1M in Q2 2026.
  • 116 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Wedge Capital Management's 13F filing for Q3 2026, filed 13 Oct 2026.