Altshuler Shaham’s A.O. Smith AOS Stock Holding History

Altshuler Shaham’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	$4.7K	Buy	75 +17	+29%	+$1.03K	﹤0.01%	371
2026 Q1	$3.83K	Sell	58 -3	-5%	-$216	﹤0.01%	358
2025 Q4	$4.08K	Buy	61 +2	+3%	+$135	﹤0.01%	315
2025 Q3	$4.33K	Sell	59 -5	-8%	-$357	﹤0.01%	273
2025 Q2	$4.2K	Buy	64 +6	+10%	+$393	﹤0.01%	265
2025 Q1	$3.79K	Buy	58 +1	+2%	+$68	﹤0.01%	253
2024 Q4	$3.89K	Buy	57 +10	+21%	+$757	﹤0.01%	297
2024 Q3	$4.22K	Buy	47 +4	+9%	+$331	﹤0.01%	225
2024 Q2	$3.52K	Sell	43 -1	-2%	-$85	﹤0.01%	260
2024 Q1	$3.94K	Buy	+44	New	+$3.63K	﹤0.01%	228
2023 Q3	–	Sell	-258	Closed	-$18.8K	–	291
2023 Q2	$18.8K	Buy	+258	New	+$17.7K	﹤0.01%	277
2022 Q2	–	Sell	-9,636	Closed	-$616K	–	455
2022 Q1	$616K	Buy	9,636 +9,128	+1,797%	+$664K	0.01%	175
2021 Q4	$44K	Buy	+508	New	+$38.7K	﹤0.01%	456
2021 Q2	–	Sell	-5,850	Closed	-$396K	–	609
2021 Q1	$396K	Buy	+5,850	New	+$356K	﹤0.01%	142
2020 Q2	–	Sell	-18,246	Closed	-$690K	–	349
2020 Q1	$690K	Buy	+18,246	New	+$778K	0.03%	68
2019 Q2	–	Sell	-29,867	Closed	-$1.59M	–	361
2019 Q1	$1.59M	Buy	+29,867	New	+$1.48M	0.07%	55

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

Altshuler Shaham's AOS Position: Q2 2026 in Review

Altshuler Shaham increased its A.O. Smith (AOS) stake by 29% in Q2 2026, buying an estimated $1.03K and bringing the position to 75 shares worth $4.7K. The position accounts for ﹤0.01% of the portfolio, ranked #371.

Altshuler Shaham first reported a position in AOS in Q1 2019 and has held it in 16 quarters since. The position peaked at $1.59M in Q1 2019. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Altshuler Shaham held 75 shares of A.O. Smith worth $4.7K as of Q2 2026.
Altshuler Shaham bought 17 A.O. Smith shares in Q2 2026, an estimated $1.03K.
A.O. Smith made up ﹤0.01% of Altshuler Shaham's portfolio in Q2 2026, its #371 holding.
Altshuler Shaham first reported a position in A.O. Smith in Q1 2019 and has held it in 16 quarters since.
Altshuler Shaham's A.O. Smith position peaked at $1.59M in Q1 2019.
614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Altshuler Shaham's 13F filing for Q2 2026, filed 12 Aug 2026.