Ensign Peak Advisors
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Ensign Peak Advisors’s A.O. Smith AOS Stock Holding History

Ensign Peak Advisors’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 		$870K Buy
13,188
+7,397
+128% +$533K ﹤0.01% 861
2025
Q4 		$387K Sell
5,791
-10,030
-63% -$678K ﹤0.01% 1024
2025
Q3 		$1.16M Sell
15,821
-14,550
-48% -$1.04M ﹤0.01% 968
2025
Q2 		$1.99M Sell
30,371
-124,744
-80% -$8.16M ﹤0.01% 912
2025
Q1 		$10.1M Sell
155,115
-17,606
-10% -$1.19M 0.02% 464
2024
Q4 		$11.8M Sell
172,721
-157,137
-48% -$11.9M 0.02% 429
2024
Q3 		$29.6M Sell
329,858
-47,607
-13% -$3.94M 0.05% 256
2024
Q2 		$30.9M Buy
377,465
+2,800
+0.7% +$237K 0.06% 239
2024
Q1 		$33.5M Sell
374,665
-179,543
-32% -$14.8M 0.06% 235
2023
Q4 		$45.7M Sell
554,208
-320,635
-37% -$23.6M 0.09% 199
2023
Q3 		$57.9M Sell
874,843
-40,342
-4% -$2.86M 0.12% 153
2023
Q2 		$66.6M Buy
915,185
+79,453
+10% +$5.44M 0.14% 139
2023
Q1 		$57.8M Buy
835,732
+21,017
+3% +$1.37M 0.13% 153
2022
Q4 		$46.6M Buy
814,715
+25,628
+3% +$1.43M 0.11% 173
2022
Q3 		$38.3M Sell
789,087
-16,072
-2% -$923K 0.1% 189
2022
Q2 		$44M Buy
805,159
+162,725
+25% +$9.76M 0.1% 173
2022
Q1 		$41M Sell
642,434
-26,803
-4% -$1.95M 0.08% 198
2021
Q4 		$57.5M Sell
669,237
-254,959
-28% -$19.4M 0.11% 173
2021
Q3 		$56.4M Sell
924,196
-180,354
-16% -$12.6M 0.12% 159
2021
Q2 		$79.6M Sell
1,104,550
-71,701
-6% -$4.95M 0.16% 134
2021
Q1 		$79.5M Sell
1,176,251
-38,369
-3% -$2.33M 0.17% 123
2020
Q4 		$66.6M Sell
1,214,620
-97,101
-7% -$5.35M 0.15% 138
2020
Q3 		$69.3M Sell
1,311,721
-195,917
-13% -$9.78M 0.18% 112
2020
Q2 		$71M Sell
1,507,638
-207,859
-12% -$9.08M 0.19% 98
2020
Q1 		$64.9M Sell
1,715,497
-36,164
-2% -$1.54M 0.22% 91
2019
Q4 		$83.5M Buy
+1,751,661
New +$84.9M 0.22% 88

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

Ensign Peak Advisors's AOS Position: Q1 2026 in Review

Ensign Peak Advisors increased its A.O. Smith (AOS) stake by 128% in Q1 2026, buying an estimated $533K and bringing the position to 13,188 shares worth $870K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

Ensign Peak Advisors first reported a position in AOS in Q4 2019 and has held it in 26 quarters since. The position peaked at $83.5M in Q4 2019. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Ensign Peak Advisors held 13,188 shares of A.O. Smith worth $870K as of Q1 2026.
  • Ensign Peak Advisors bought 7,397 A.O. Smith shares in Q1 2026, an estimated $533K.
  • A.O. Smith made up ﹤0.01% of Ensign Peak Advisors's portfolio in Q1 2026, its #861 holding.
  • Ensign Peak Advisors first reported a position in A.O. Smith in Q4 2019 and has held it in 26 quarters since.
  • Ensign Peak Advisors's A.O. Smith position peaked at $83.5M in Q4 2019.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Ensign Peak Advisors's 13F filing for Q1 2026, filed 13 May 2026.