Position in AOS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,151,576
+$6,751,354 QoQ
Shares Held
879,330
+19.8% QoQ
Ownership
0.647%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#34
of 610 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Derivatives in AOS
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$6,536
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $8,459,523,398 across 64 Specialty Industrial Machinery names. AOS ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EMR |
Emerson Electric Co
|
9,761,725 | $1,397,390,932 | |
| 2 | ETN |
Eaton Corp plc
|
3,135,220 | $1,335,979,945 | |
| 3 | GEV |
GE Vernova Inc.
|
1,087,329 | $1,277,459,346 | |
| 4 | ITW |
Illinois Tool Works Inc
|
4,367,704 | $1,181,332,898 | |
| 5 | PH |
Parker-Hannifin Corp
|
878,078 | $858,865,651 | |
| 6 | CMI |
Cummins Inc
|
726,452 | $518,112,828 | |
| 7 | DOV |
DOVER Corp
|
1,973,321 | $442,576,431 | |
| 8 | XYL |
Xylem Inc.
|
1,839,680 | $217,468,570 |
All Filings in AOS
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,151,576 | 879,330 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $48,400,222 | 734,004 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $44,635,443 | 667,396 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $41,157,755 | 560,656 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $35,844,035 | 546,653 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $33,041,504 | 505,531 | Shares | Defined | 2025-05-13 | |
| 2025-03-31 | $6,536 | 100 | Put | Defined | 2025-05-13 | |
| 2024-12-31 | $24,212,228 | 354,966 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $39,795,945 | 443,014 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $31,063,641 | 379,844 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $36,621,254 | 409,359 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $33,645,575 | 408,122 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $28,111,067 | 425,088 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $33,833,673 | 464,876 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $32,767,970 | 473,868 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $28,506,891 | 498,024 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $23,482,939 | 483,387 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $28,304,170 | 517,633 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $40,188,980 | 629,034 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $55,021,691 | 640,905 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $63,954,517 | 1,047,233 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $79,183,706 | 1,098,858 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $86,715,096 | 1,282,578 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $66,328,361 | 1,209,930 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $42,062,063 | 796,630 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $35,313,610 | 749,440 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $29,139,597 | 770,685 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||