YCM
AOS icon

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

Yousif 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
Q2 		$6.25M Sell
99,619
-5,624
-5% -$341K 0.07% 266
2026
Q1 		$6.94M Sell
105,243
-94
-0.1% -$6.78K 0.08% 227
2025
Q4 		$7.43M Sell
105,337
-1,413
-1% -$95.5K 0.08% 224
2025
Q3 		$7.84M Sell
106,750
-5,895
-5% -$421K 0.08% 214
2025
Q2 		$7.39M Sell
112,645
-733
-0.6% -$48K 0.08% 230
2025
Q1 		$7.41M Buy
113,378
+4,931
+5% +$333K 0.09% 217
2024
Q4 		$7.4M Sell
108,447
-501
-0.5% -$37.9K 0.08% 218
2024
Q3 		$9.79M Buy
108,948
+599
+0.6% +$49.6K 0.11% 178
2024
Q2 		$8.86M Sell
108,349
-7,110
-6% -$602K 0.1% 178
2024
Q1 		$10.3M Sell
115,459
-8,641
-7% -$713K 0.11% 166
2023
Q4 		$10.2M Sell
124,100
-2,269
-2% -$167K 0.12% 153
2023
Q3 		$8.36M Sell
126,369
-55
-0% -$3.9K 0.11% 177
2023
Q2 		$9.2M Sell
126,424
-3,518
-3% -$241K 0.11% 168
2023
Q1 		$8.99M Buy
129,942
+1,075
+0.8% +$69.9K 0.12% 166
2022
Q4 		$7.38M Buy
128,867
+7,163
+6% +$400K 0.1% 201
2022
Q3 		$5.91M Buy
121,704
+3,161
+3% +$182K 0.08% 222
2022
Q2 		$6.48M Buy
118,543
+8,453
+8% +$507K 0.09% 220
2022
Q1 		$7.03M Sell
110,090
-11,617
-10% -$845K 0.08% 249
2021
Q4 		$10.4M Buy
+121,707
New +$9.28M 0.11% 161

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Yousif Capital Management's AOS Position: Q2 2026 in Review

Yousif Capital Management reduced its A.O. Smith (AOS) stake by 5.3% in Q2 2026, selling an estimated $341K and leaving 99,619 shares worth $6.25M. The position accounts for 0.07% of the portfolio, ranked #266.

Yousif Capital Management first reported a position in AOS in Q4 2021 and has held it in 19 quarters since. The position peaked at $10.4M in Q4 2021. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Yousif Capital Management held 99,619 shares of A.O. Smith worth $6.25M as of Q2 2026.
  • Yousif Capital Management sold 5,624 A.O. Smith shares in Q2 2026, an estimated $341K.
  • A.O. Smith made up 0.07% of Yousif Capital Management's portfolio in Q2 2026, its #266 holding.
  • Yousif Capital Management first reported a position in A.O. Smith in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's A.O. Smith position peaked at $10.4M in Q4 2021.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.