Bank Julius Baer & Co
AOS icon

Bank Julius Baer & Co’s A.O. Smith AOS Stock Holding History

Bank Julius Baer & Co’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 		$157K Hold
2,500
– – ﹤0.01% 517
2026
Q1 		$165K Hold
2,500
– – ﹤0.01% 512
2025
Q4 		$167K Hold
2,500
– – ﹤0.01% 496
2025
Q3 		$184K Hold
2,500
– – ﹤0.01% 490
2025
Q2 		$164K Hold
2,500
– – ﹤0.01% 456
2025
Q1 		$163K Sell
2,500
-2,303
-48% -$156K ﹤0.01% 439
2024
Q4 		$362K Buy
4,803
+332
+7% +$25.1K ﹤0.01% 377
2024
Q3 		$476K Sell
4,471
-291
-6% -$24.1K ﹤0.01% 333
2024
Q2 		$433K Sell
4,762
-3,538
-43% -$299K ﹤0.01% 285
2024
Q1 		$743K Hold
8,300
– – ﹤0.01% 286
2023
Q4 		$684K Sell
8,300
-102
-1% -$7.52K ﹤0.01% 304
2023
Q3 		$556K Buy
8,402
+255
+3% +$18.1K ﹤0.01% 304
2023
Q2 		$593K Sell
8,147
-153
-2% -$10.5K ﹤0.01% 317
2023
Q1 		$574K Hold
8,300
– – ﹤0.01% 332
2022
Q4 		$475K Buy
8,300
+131
+2% +$7.32K ﹤0.01% 343
2022
Q3 		$397K Sell
8,169
-2,115
-21% -$121K ﹤0.01% 352
2022
Q2 		$562K Hold
10,284
– – ﹤0.01% 333
2022
Q1 		$657K Hold
10,284
– – ﹤0.01% 324
2021
Q4 		$883K Sell
10,284
-312
-3% -$23.8K ﹤0.01% 362
2021
Q3 		$647K Sell
10,596
-312
-3% -$21.8K ﹤0.01% 393
2021
Q2 		$786K Sell
10,908
-7,664
-41% -$529K 0.01% 380
2021
Q1 		$1.26M Buy
18,572
+6,314
+52% +$384K 0.01% 312
2020
Q4 		$672K Sell
12,258
-146
-1% -$8.05K 0.01% 405
2020
Q3 		$655K Buy
12,404
+29
+0.2% +$1.45K 0.01% 346
2020
Q2 		$583K Buy
12,375
+6,085
+97% +$266K 0.01% 340
2020
Q1 		$238K Buy
+6,290
New +$268K 0.01% 382

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

Bank Julius Baer & Co's AOS Position: Q2 2026 in Review

Bank Julius Baer & Co held its A.O. Smith (AOS) position steady in Q2 2026 at 2,500 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

Bank Julius Baer & Co first reported a position in AOS in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.26M in Q1 2021. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Bank Julius Baer & Co held 2,500 shares of A.O. Smith worth $157K as of Q2 2026.
  • Bank Julius Baer & Co left its A.O. Smith share count unchanged in Q2 2026.
  • A.O. Smith made up ﹤0.01% of Bank Julius Baer & Co's portfolio in Q2 2026, its #517 holding.
  • Bank Julius Baer & Co first reported a position in A.O. Smith in Q1 2020 and has held it in 26 quarters since.
  • Bank Julius Baer & Co's A.O. Smith position peaked at $1.26M in Q1 2021.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Bank Julius Baer & Co's 13F filing for Q2 2026, filed 10 Aug 2026.