Boston Partners
AOS icon

Boston Partners’s A.O. Smith AOS Stock Holding History

Boston 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 		– Sell
-77,658
Closed -$5.19M – 772
2025
Q4 		$5.19M Sell
77,658
-8,449
-10% -$571K 0.01% 468
2025
Q3 		$6.32M Sell
86,107
-15
-0% -$1.07K 0.01% 450
2025
Q2 		$5.65M Sell
86,122
-13,385
-13% -$876K 0.01% 438
2025
Q1 		$6.07M Buy
+99,507
New +$6.72M 0.01% 425

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners's AOS Position: Q1 2026 in Review

Boston Partners sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 77,658 shares — an estimated $5.19M sold.

Boston Partners first reported a position in AOS in Q1 2025 and held it in 4 quarters. The position peaked at $6.32M in Q3 2025. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Boston Partners reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Boston Partners sold 77,658 A.O. Smith shares in Q1 2026, an estimated $5.19M.
  • Boston Partners first reported a position in A.O. Smith in Q1 2025 and held it in 4 quarters.
  • Boston Partners's A.O. Smith position peaked at $6.32M in Q3 2025.
  • 636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.