Westside Investment Management’s A.O. Smith AOS Stock Holding History

Westside Investment 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	$14.9K	Hold	238	–	–	﹤0.01%	1020
2026 Q1	$15.3K	Hold	238	–	–	﹤0.01%	990
2025 Q4	$16.3K	Hold	238	–	–	﹤0.01%	941
2025 Q3	$17.4K	Buy	238 +119	+100%	+$8.49K	﹤0.01%	936
2025 Q2	$8.06K	Buy	+119	New	+$7.79K	﹤0.01%	1021
2018 Q4	–	Sell	-121	Closed	-$6.52K	–	696
2018 Q3	$6.52K	Sell	121 -41	-25%	-$2.41K	﹤0.01%	563
2018 Q2	$9.56K	Hold	162	–	–	﹤0.01%	571
2018 Q1	$9.98K	Hold	162	–	–	0.01%	545
2017 Q4	$10.3K	Hold	162	–	–	0.01%	561
2017 Q3	$9.84K	Hold	162	–	–	0.01%	549
2017 Q2	$9.27K	Hold	162	–	–	0.01%	551
2017 Q1	$8.05K	Hold	162	–	–	﹤0.01%	555
2016 Q4	$7.83K	Buy	+162	New	+$7.81K	0.01%	453

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

Westside Investment Management's AOS Position: Q2 2026 in Review

Westside Investment Management held its A.O. Smith (AOS) position steady in Q2 2026 at 238 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Westside Investment Management first reported a position in AOS in Q4 2016 and has held it in 13 quarters since. The position peaked at $17.4K in Q3 2025. 613 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Westside Investment Management held 238 shares of A.O. Smith worth $14.9K as of Q2 2026.
Westside Investment Management left its A.O. Smith share count unchanged in Q2 2026.
A.O. Smith made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1020 holding.
Westside Investment Management first reported a position in A.O. Smith in Q4 2016 and has held it in 13 quarters since.
Westside Investment Management's A.O. Smith position peaked at $17.4K in Q3 2025.
613 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.