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Brandywine Global Investment Management’s A.O. Smith AOS Stock Holding History

Brandywine Global Investment 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
2025
Q4 		$12.3M Buy
184,566
+10,390
+6% +$702K 0.08% 217
2025
Q3 		$12.8M Buy
174,176
+64,088
+58% +$4.57M 0.09% 214
2025
Q2 		$7.22M Sell
110,088
-559
-0.5% -$36.6K 0.05% 309
2025
Q1 		$7.23M Buy
110,647
+20,426
+23% +$1.38M 0.05% 293
2024
Q4 		$6.15M Buy
90,221
+59,408
+193% +$4.5M 0.04% 321
2024
Q3 		$2.55M Sell
30,813
-446
-1% -$36.9K 0.02% 507
2024
Q2 		$2.56M Buy
+31,259
New +$2.65M 0.02% 522
2022
Q4 		– Sell
-91,098
Closed -$4.43M – 725
2022
Q3 		$4.43M Buy
+91,098
New +$5.23M 0.04% 360
2020
Q3 		– Sell
-20,314
Closed -$958K – 600
2020
Q2 		$958K Buy
20,314
+9,862
+94% +$431K 0.01% 509
2020
Q1 		$396K Sell
10,452
-86,621
-89% -$3.69M ﹤0.01% 564
2019
Q4 		$4.64M Buy
97,073
+3,171
+3% +$154K 0.03% 416
2019
Q3 		$4.48M Buy
+93,902
New +$4.34M 0.03% 412

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Brandywine Global Investment Management's AOS Position: Q4 2025 in Review

Brandywine Global Investment Management increased its A.O. Smith (AOS) stake by 6% in Q4 2025, buying an estimated $702K and bringing the position to 184,566 shares worth $12.3M. The position accounts for 0.08% of the portfolio, ranked #217.

Brandywine Global Investment Management first reported a position in AOS in Q3 2019 and has held it in 12 quarters since. The position peaked at $12.8M in Q3 2025. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • Brandywine Global Investment Management held 184,566 shares of A.O. Smith worth $12.3M as of Q4 2025.
  • Brandywine Global Investment Management bought 10,390 A.O. Smith shares in Q4 2025, an estimated $702K.
  • A.O. Smith made up 0.08% of Brandywine Global Investment Management's portfolio in Q4 2025, its #217 holding.
  • Brandywine Global Investment Management first reported a position in A.O. Smith in Q3 2019 and has held it in 12 quarters since.
  • Brandywine Global Investment Management's A.O. Smith position peaked at $12.8M in Q3 2025.
  • 647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.