YIH
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Y-Intercept (HK)’s A.O. Smith AOS Stock Holding History

Y-Intercept (HK)’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 		– Sell
-117,380
Closed -$7.74M – 1685
2026
Q1 		$7.74M Buy
117,380
+114,223
+3,618% +$8.23M 0.15% 173
2025
Q4 		$211K Sell
3,157
-59,483
-95% -$4.02M ﹤0.01% 1430
2025
Q3 		$4.6M Sell
62,640
-80,883
-56% -$5.77M 0.11% 233
2025
Q2 		$9.41M Buy
+143,523
New +$9.39M 0.23% 77
2025
Q1 		– Sell
-23,914
Closed -$1.63M – 1173
2024
Q4 		$1.63M Buy
+23,914
New +$1.81M 0.11% 260
2024
Q3 		– Sell
-3,838
Closed -$314K – 1281
2024
Q2 		$314K Sell
3,838
-7,239
-65% -$613K 0.02% 1023
2024
Q1 		$991K Buy
+11,077
New +$914K 0.07% 395
2023
Q4 		– Sell
-10,602
Closed -$701K – 1213
2023
Q3 		$701K Sell
10,602
-10,199
-49% -$724K 0.07% 435
2023
Q2 		$1.51M Buy
+20,801
New +$1.42M 0.16% 159
2022
Q4 		– Sell
-16,666
Closed -$810K – 978
2022
Q3 		$810K Buy
16,666
+10,144
+156% +$583K 0.08% 354
2022
Q2 		$357K Sell
6,522
-8,417
-56% -$505K 0.05% 531
2022
Q1 		$954K Buy
+14,939
New +$1.09M 0.22% 122

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Y-Intercept (HK)'s AOS Position: Q2 2026 in Review

Y-Intercept (HK) sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 117,380 shares — an estimated $7.74M sold.

Y-Intercept (HK) first reported a position in AOS in Q1 2022 and held it in 12 quarters. The position peaked at $9.41M in Q2 2025. 167 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Y-Intercept (HK) reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Y-Intercept (HK) sold 117,380 A.O. Smith shares in Q2 2026, an estimated $7.74M.
  • Y-Intercept (HK) first reported a position in A.O. Smith in Q1 2022 and held it in 12 quarters.
  • Y-Intercept (HK)'s A.O. Smith position peaked at $9.41M in Q2 2025.
  • 167 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.