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Dean Investment Associates’s A.O. Smith AOS Stock Holding History

Dean Investment Associates’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 		$788K Buy
11,944
+3,245
+37% +$234K 0.11% 171
2025
Q4 		$582K Sell
8,699
-4,161
-32% -$281K 0.08% 189
2025
Q3 		$944K Buy
+12,860
New +$918K 0.13% 179

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dean Investment Associates's AOS Position: Q1 2026 in Review

Dean Investment Associates increased its A.O. Smith (AOS) stake by 37% in Q1 2026, buying an estimated $234K and bringing the position to 11,944 shares worth $788K. The position accounts for 0.11% of the portfolio, ranked #171.

Dean Investment Associates first reported a position in AOS in Q3 2025 and has held it in 3 quarters since. The position peaked at $944K in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Dean Investment Associates held 11,944 shares of A.O. Smith worth $788K as of Q1 2026.
  • Dean Investment Associates bought 3,245 A.O. Smith shares in Q1 2026, an estimated $234K.
  • A.O. Smith made up 0.11% of Dean Investment Associates's portfolio in Q1 2026, its #171 holding.
  • Dean Investment Associates first reported a position in A.O. Smith in Q3 2025 and has held it in 3 quarters since.
  • Dean Investment Associates's A.O. Smith position peaked at $944K in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.