Anchor Capital Advisors’s A.O. Smith AOS Stock Holding History

Anchor Capital Advisors’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	$256K	Sell	4,085 -1,359	-25%	-$82.4K	0.01%	231
2026 Q1	$359K	Sell	5,444 -4,100	-43%	-$295K	0.01%	213
2025 Q4	$638K	Sell	9,544 -3,366	-26%	-$227K	0.02%	199
2025 Q3	$948K	Sell	12,910 -1,614	-11%	-$115K	0.03%	179
2025 Q2	$952K	Sell	14,524 -483,005	-97%	-$31.6M	0.03%	182
2025 Q1	$32.5M	Sell	497,529 -42,149	-8%	-$2.85M	0.97%	46
2024 Q4	$36.8M	Sell	539,678 -126,270	-19%	-$9.56M	1.05%	37
2024 Q3	$59.8M	Sell	665,948 -12,415	-2%	-$1.03M	1.59%	13
2024 Q2	$55.5M	Sell	678,363 -103,793	-13%	-$8.78M	1.56%	12
2024 Q1	$70M	Sell	782,156 -85,687	-10%	-$7.07M	1.83%	7
2023 Q4	$71.5M	Sell	867,843 -69,797	-7%	-$5.15M	1.89%	7
2023 Q3	$62M	Sell	937,640 -55,562	-6%	-$3.94M	1.73%	15
2023 Q2	$72.3M	Sell	993,202 -54,233	-5%	-$3.71M	1.87%	6
2023 Q1	$72.4M	Sell	1,047,435 -25,748	-2%	-$1.67M	1.92%	8
2022 Q4	$61.4M	Sell	1,073,183 -10,326	-1%	-$577K	1.58%	21
2022 Q3	$52.6M	Sell	1,083,509 -16,580	-2%	-$952K	1.45%	25
2022 Q2	$60.2M	Sell	1,100,089 -95,277	-8%	-$5.72M	1.52%	19
2022 Q1	$76.4M	Sell	1,195,366 -44,579	-4%	-$3.24M	1.62%	14
2021 Q4	$106M	Sell	1,239,945 -34,429	-3%	-$2.62M	2.11%	3
2021 Q3	$77.8M	Sell	1,274,374 -22,719	-2%	-$1.59M	1.62%	10
2021 Q2	$93.5M	Sell	1,297,093 -12,991	-1%	-$896K	1.88%	5
2021 Q1	$88.6M	Buy	1,310,084 +61,083	+5%	+$3.71M	1.87%	4
2020 Q4	$68.5M	Buy	1,249,001 +35,580	+3%	+$1.96M	1.56%	13
2020 Q3	$64.1M	Sell	1,213,421 -37,731	-3%	-$1.88M	1.62%	12
2020 Q2	$59M	Sell	1,251,152 -60,175	-5%	-$2.63M	1.52%	13
2020 Q1	$49.6M	Sell	1,311,327 -98,399	-7%	-$4.19M	1.47%	17
2019 Q4	$67.2M	Buy	1,409,726 +410,940	+41%	+$19.9M	1.46%	22
2019 Q3	$47.7M	Sell	998,786 -50,389	-5%	-$2.33M	1.72%	6
2019 Q2	$49.5M	Buy	1,049,175 +312,827	+42%	+$15.3M	1.79%	7
2019 Q1	$39.3M	Buy	+736,348	New	+$36.6M	0.83%	18

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

Anchor Capital Advisors's AOS Position: Q2 2026 in Review

Anchor Capital Advisors reduced its A.O. Smith (AOS) stake by 25% in Q2 2026, selling an estimated $82.4K and leaving 4,085 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #231.

Anchor Capital Advisors first reported a position in AOS in Q1 2019 and has held it in 30 quarters since. The position peaked at $106M in Q4 2021. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Anchor Capital Advisors held 4,085 shares of A.O. Smith worth $256K as of Q2 2026.
Anchor Capital Advisors sold 1,359 A.O. Smith shares in Q2 2026, an estimated $82.4K.
A.O. Smith made up 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #231 holding.
Anchor Capital Advisors first reported a position in A.O. Smith in Q1 2019 and has held it in 30 quarters since.
Anchor Capital Advisors's A.O. Smith position peaked at $106M in Q4 2021.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.