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Brooklyn Investment Group’s A.O. Smith AOS Stock Holding History

Brooklyn Investment Group’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 		$887K Buy
+13,450
New +$969K 0.03% 637
2025
Q3 		– Sell
-1,276
Closed -$83.7K – 777
2025
Q2 		$83.7K Buy
1,276
+69
+6% +$4.51K 0.01% 1041
2025
Q1 		$78.9K Buy
1,207
+722
+149% +$48.8K 0.02% 591
2024
Q4 		$33.1K Buy
485
+3
+0.6% +$227 0.01% 634
2024
Q3 		$43.3K Buy
+482
New +$39.9K 0.01% 508

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
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

Brooklyn Investment Group's AOS Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in A.O. Smith (AOS) in Q1 2026: 13,450 shares worth $887K. The stake represents 0.03% of the portfolio and ranks #637 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in AOS as recently as Q2 2025.

Brooklyn Investment Group first reported a position in AOS in Q3 2024 and has held it in 5 quarters since. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Brooklyn Investment Group held 13,450 shares of A.O. Smith worth $887K as of Q1 2026.
  • A.O. Smith was a new Brooklyn Investment Group position in Q1 2026.
  • A.O. Smith made up 0.03% of Brooklyn Investment Group's portfolio in Q1 2026, its #637 holding.
  • Brooklyn Investment Group first reported a position in A.O. Smith in Q3 2024 and has held it in 5 quarters since.
  • 636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.