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Boston Trust Walden’s A.O. Smith AOS Stock Holding History

Boston Trust Walden’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 		$36.9M Sell
587,999
-462,931
-44% -$28.1M 0.28% 130
2026
Q1 		$69.3M Sell
1,050,930
-25,854
-2% -$1.86M 0.57% 53
2025
Q4 		$72M Buy
1,076,784
+130,159
+14% +$8.8M 0.54% 60
2025
Q3 		$69.5M Buy
946,625
+123,851
+15% +$8.84M 0.51% 71
2025
Q2 		$53.9M Buy
822,774
+35,256
+4% +$2.31M 0.38% 104
2025
Q1 		$51.5M Buy
787,518
+10,264
+1% +$694K 0.38% 107
2024
Q4 		$53M Buy
777,254
+21,503
+3% +$1.63M 0.37% 101
2024
Q3 		$67.9M Buy
755,751
+948
+0.1% +$78.5K 0.47% 76
2024
Q2 		$61.7M Buy
754,803
+29,094
+4% +$2.46M 0.46% 76
2024
Q1 		$64.9M Buy
725,709
+11,018
+2% +$909K 0.46% 76
2023
Q4 		$58.9M Buy
714,691
+17,148
+2% +$1.26M 0.44% 78
2023
Q3 		$46.1M Buy
697,543
+1,959
+0.3% +$139K 0.39% 92
2023
Q2 		$50.6M Buy
695,584
+36,815
+6% +$2.52M 0.42% 88
2023
Q1 		$45.6M Sell
658,769
-3,904
-0.6% -$254K 0.39% 93
2022
Q4 		$37.9M Buy
662,673
+36,509
+6% +$2.04M 0.33% 108
2022
Q3 		$30.4M Buy
626,164
+22,650
+4% +$1.3M 0.3% 117
2022
Q2 		$33M Buy
603,514
+25,386
+4% +$1.52M 0.31% 119
2022
Q1 		$36.9M Buy
578,128
+55,468
+11% +$4.04M 0.31% 116
2021
Q4 		$44.9M Buy
522,660
+30,357
+6% +$2.31M 0.36% 98
2021
Q3 		$30.1M Sell
492,303
-3,927
-0.8% -$274K 0.27% 139
2021
Q2 		$35.8M Buy
496,230
+11,526
+2% +$795K 0.32% 115
2021
Q1 		$32.8M Buy
484,704
+57,942
+14% +$3.52M 0.32% 114
2020
Q4 		$23.4M Buy
426,762
+481
+0.1% +$26.5K 0.25% 143
2020
Q3 		$22.5M Buy
426,281
+3,859
+0.9% +$193K 0.28% 121
2020
Q2 		$19.9M Buy
422,422
+15,601
+4% +$681K 0.27% 122
2020
Q1 		$15.4M Buy
406,821
+83,246
+26% +$3.55M 0.25% 128
2019
Q4 		$15.4M Buy
323,575
+31,068
+11% +$1.51M 0.18% 166
2019
Q3 		$14M Buy
+292,507
New +$13.5M 0.18% 172

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
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

Boston Trust Walden's AOS Position: Q2 2026 in Review

Boston Trust Walden reduced its A.O. Smith (AOS) stake by 44% in Q2 2026, selling an estimated $28.1M and leaving 587,999 shares worth $36.9M. The position accounts for 0.28% of the portfolio, ranked #130.

Boston Trust Walden first reported a position in AOS in Q3 2019 and has held it in 28 quarters since. The position peaked at $72M in Q4 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Boston Trust Walden held 587,999 shares of A.O. Smith worth $36.9M as of Q2 2026.
  • Boston Trust Walden sold 462,931 A.O. Smith shares in Q2 2026, an estimated $28.1M.
  • A.O. Smith made up 0.28% of Boston Trust Walden's portfolio in Q2 2026, its #130 holding.
  • Boston Trust Walden first reported a position in A.O. Smith in Q3 2019 and has held it in 28 quarters since.
  • Boston Trust Walden's A.O. Smith position peaked at $72M in Q4 2025.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Boston Trust Walden's 13F filing for Q2 2026, filed 24 Jul 2026.