AIP
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Ameritas Investment Partners’s A.O. Smith AOS Stock Holding History

Ameritas Investment Partners’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
Q1 		$696K Buy
10,558
+468
+5% +$33.7K 0.02% 734
2025
Q4 		$675K Buy
10,090
+3
+0% +$203 0.02% 736
2025
Q3 		$741K Sell
10,087
-1,583
-14% -$113K 0.02% 700
2025
Q2 		$765K Sell
11,670
-95
-0.8% -$6.21K 0.02% 697
2025
Q1 		$769K Buy
11,765
+202
+2% +$13.7K 0.03% 686
2024
Q4 		$789K Buy
11,563
+53
+0.5% +$4.01K 0.03% 688
2024
Q3 		$1.03M Buy
11,510
+107
+0.9% +$8.86K 0.03% 620
2024
Q2 		$933K Buy
11,403
+7
+0.1% +$592 0.03% 627
2024
Q1 		$1.02M Sell
11,396
-41
-0.4% -$3.38K 0.04% 622
2023
Q4 		$943K Sell
11,437
-494
-4% -$36.4K 0.03% 638
2023
Q3 		$789K Buy
11,931
+1,518
+15% +$108K 0.03% 647
2023
Q2 		$758K Sell
10,413
-27
-0.3% -$1.85K 0.03% 669
2023
Q1 		$722K Sell
10,440
-3,192
-23% -$207K 0.03% 680
2022
Q4 		$785K Buy
13,632
+1,733
+15% +$96.9K 0.03% 665
2022
Q3 		$577K Buy
11,899
+2,071
+21% +$119K 0.03% 711
2022
Q2 		$536K Buy
9,828
+50
+0.5% +$3K 0.02% 739
2022
Q1 		$623K Buy
9,778
+140
+1% +$10.2K 0.02% 747
2021
Q4 		$826K Buy
9,638
+20
+0.2% +$1.52K 0.03% 693
2021
Q3 		$586K Buy
9,618
+1,926
+25% +$135K 0.02% 756
2021
Q2 		$553K Sell
7,692
-375
-5% -$25.9K 0.02% 765
2021
Q1 		$480K Hold
8,067
– – 0.02% 795
2020
Q4 		$441K Sell
8,067
-16
-0.2% -$882 0.02% 798
2020
Q3 		$426K Sell
8,083
-1,040
-11% -$51.9K 0.02% 758
2020
Q2 		$429K Buy
9,123
+1
+0% +$44 0.02% 744
2020
Q1 		$344K Buy
9,122
+45
+0.5% +$1.92K 0.02% 737
2019
Q4 		$431K Sell
9,077
-500
-5% -$24.2K 0.02% 789
2019
Q3 		$455K Sell
9,577
-320
-3% -$14.8K 0.02% 768
2019
Q2 		$466K Buy
9,897
+35
+0.4% +$1.72K 0.02% 753
2019
Q1 		$525K Buy
9,862
+480
+5% +$23.9K 0.02% 722
2018
Q4 		$399K Buy
9,382
+1,220
+15% +$56.1K 0.02% 747
2018
Q3 		$435K Hold
8,162
– – 0.02% 768
2018
Q2 		$482K Sell
8,162
-298
-4% -$18.8K 0.02% 737
2018
Q1 		$538K Buy
8,460
+165
+2% +$10.6K 0.03% 725
2017
Q4 		$579K Buy
8,295
+600
+8% +$36.4K 0.03% 709
2017
Q3 		$443K Sell
7,695
-40,677
-84% -$2.28M 0.02% 782
2017
Q2 		$2.73M Buy
48,372
+657
+1% +$35.5K 0.13% 156
2017
Q1 		$2.44M Sell
47,715
-365
-0.8% -$18.1K 0.12% 182
2016
Q4 		$2.28M Hold
48,080
– – 0.11% 199
2016
Q3 		$2.37M Buy
48,080
+24,542
+104% +$1.15M 0.13% 166
2016
Q2 		$1.04M Buy
23,538
+968
+4% +$39.1K 0.07% 289
2016
Q1 		$861K Hold
22,570
– – 0.06% 355
2015
Q4 		$865K Hold
22,570
– – 0.06% 343
2015
Q3 		$736K Hold
22,570
– – 0.05% 372
2015
Q2 		$812K Hold
22,570
– – 0.05% 368
2015
Q1 		$741K Buy
22,570
+454
+2% +$13.8K 0.05% 415
2014
Q4 		$624K Sell
22,116
-552
-2% -$14.4K 0.04% 479
2014
Q3 		$536K Hold
22,668
– – 0.04% 530
2014
Q2 		$562K Sell
22,668
-726
-3% -$17.4K 0.04% 531
2014
Q1 		$538K Sell
23,394
-748
-3% -$18.2K 0.04% 537
2013
Q4 		$651K Buy
+24,142
New +$619K 0.05% 455

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Investment Partners's AOS Position: Q1 2026 in Review

Ameritas Investment Partners increased its A.O. Smith (AOS) stake by 4.6% in Q1 2026, buying an estimated $33.7K and bringing the position to 10,558 shares worth $696K. The position accounts for 0.02% of the portfolio, ranked #734.

Ameritas Investment Partners first reported a position in AOS in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.73M in Q2 2017. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Ameritas Investment Partners held 10,558 shares of A.O. Smith worth $696K as of Q1 2026.
  • Ameritas Investment Partners bought 468 A.O. Smith shares in Q1 2026, an estimated $33.7K.
  • A.O. Smith made up 0.02% of Ameritas Investment Partners's portfolio in Q1 2026, its #734 holding.
  • Ameritas Investment Partners first reported a position in A.O. Smith in Q4 2013 and has held it in 50 quarters since.
  • Ameritas Investment Partners's A.O. Smith position peaked at $2.73M in Q2 2017.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.