Blueshift Asset Management’s A.O. Smith AOS Stock Holding History

Blueshift Asset Management’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	$394K	Buy	+6,274	New	+$380K	0.09%	288
2025 Q3	–	Sell	-6,688	Closed	-$439K	–	446
2025 Q2	$439K	Buy	+6,688	New	+$438K	0.13%	209
2025 Q1	–	Sell	-7,632	Closed	-$521K	–	394
2024 Q4	$521K	Buy	+7,632	New	+$578K	0.19%	153
2023 Q4	–	Sell	-4,451	Closed	-$294K	–	264
2023 Q3	$294K	Buy	+4,451	New	+$316K	0.17%	188
2022 Q3	–	Sell	-4,289	Closed	-$235K	–	593
2022 Q2	$235K	Buy	+4,289	New	+$257K	0.04%	531
2021 Q3	–	Sell	-36,880	Closed	-$2.66M	–	990
2021 Q2	$2.66M	Buy	+36,880	New	+$2.54M	0.15%	170
2020 Q4	–	Sell	-14,787	Closed	-$781K	–	676
2020 Q3	$781K	Buy	+14,787	New	+$738K	0.11%	254

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 $3.38T AUM 44.17% 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

Blueshift Asset Management's AOS Position: Q2 2026 in Review

Blueshift Asset Management opened a new position in A.O. Smith (AOS) in Q2 2026: 6,274 shares worth $394K. The stake represents 0.09% of the portfolio and ranks #288 among its holdings. This is a return to the name: Blueshift Asset Management previously reported a position in AOS as recently as Q2 2025.

Blueshift Asset Management first reported a position in AOS in Q3 2020 and has held it in 7 quarters since. The position peaked at $2.66M in Q2 2021. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Blueshift Asset Management held 6,274 shares of A.O. Smith worth $394K as of Q2 2026.
A.O. Smith was a new Blueshift Asset Management position in Q2 2026.
A.O. Smith made up 0.09% of Blueshift Asset Management's portfolio in Q2 2026, its #288 holding.
Blueshift Asset Management first reported a position in A.O. Smith in Q3 2020 and has held it in 7 quarters since.
Blueshift Asset Management's A.O. Smith position peaked at $2.66M in Q2 2021.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Blueshift Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.