Envestnet Asset Management
AOS icon

Envestnet Asset Management’s A.O. Smith AOS Stock Holding History

Envestnet Asset 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
2026
Q2 		$35.3M Buy
562,406
+35,131
+7% +$2.13M 0.01% 1063
2026
Q1 		$34.8M Buy
527,275
+15,817
+3% +$1.14M 0.01% 994
2025
Q4 		$34.2M Buy
511,458
+52,006
+11% +$3.51M 0.01% 930
2025
Q3 		$33.7M Buy
459,452
+60,186
+15% +$4.3M 0.01% 960
2025
Q2 		$26.2M Sell
399,266
-2,773
-0.7% -$181K 0.01% 1082
2025
Q1 		$26.3M Buy
402,039
+173,366
+76% +$11.7M 0.01% 1017
2024
Q4 		$15.6M Sell
228,673
-9,474
-4% -$717K 0.01% 1343
2024
Q3 		$21.4M Sell
238,147
-446,261
-65% -$36.9M 0.01% 1135
2024
Q2 		$56M Sell
684,408
-99,509
-13% -$8.42M 0.02% 633
2024
Q1 		$70.1M Buy
783,917
+4,243
+0.5% +$350K 0.03% 546
2023
Q4 		$64.3M Sell
779,674
-24,750
-3% -$1.83M 0.03% 518
2023
Q3 		$53.2M Buy
804,424
+120,156
+18% +$8.53M 0.02% 553
2023
Q2 		$49.8M Buy
684,268
+92,380
+16% +$6.32M 0.02% 537
2023
Q1 		$40.9M Buy
591,888
+472,516
+396% +$30.7M 0.02% 559
2022
Q4 		$6.83M Buy
119,372
+2,498
+2% +$140K ﹤0.01% 1425
2022
Q3 		$5.68M Sell
116,874
-11,635
-9% -$668K ﹤0.01% 1456
2022
Q2 		$7.03M Sell
128,509
-18,003
-12% -$1.08M ﹤0.01% 1329
2022
Q1 		$9.36M Sell
146,512
-5,761
-4% -$419K ﹤0.01% 1244
2021
Q4 		$13.1M Buy
152,273
+3,522
+2% +$268K 0.01% 1053
2021
Q3 		$9.08M Sell
148,751
-55,896
-27% -$3.9M 0.01% 1200
2021
Q2 		$14.7M Sell
204,647
-39,789
-16% -$2.75M 0.01% 925
2021
Q1 		$16.5M Buy
244,436
+29,854
+14% +$1.82M 0.01% 800
2020
Q4 		$11.8M Sell
214,582
-12,758
-6% -$703K 0.01% 836
2020
Q3 		$12M Buy
227,340
+17,745
+8% +$886K 0.01% 749
2020
Q2 		$9.88M Buy
209,595
+17,766
+9% +$776K 0.01% 790
2020
Q1 		$7.25M Buy
191,829
+11,045
+6% +$471K 0.01% 813
2019
Q4 		$8.61M Sell
180,784
-9,300
-5% -$451K 0.01% 863
2019
Q3 		$9.07M Buy
190,084
+12,407
+7% +$574K 0.01% 789
2019
Q2 		$8.38M Sell
177,677
-4,206
-2% -$206K 0.01% 805
2019
Q1 		$9.7M Buy
181,883
+87,795
+93% +$4.36M 0.01% 702
2018
Q4 		$4.02M Buy
+94,088
New +$4.33M 0.01% 989
2018
Q3 		– Sell
-52,667
Closed -$3.12M – 1309
2018
Q2 		$3.12M Sell
52,667
-600
-1% -$37.8K 0.01% 646
2018
Q1 		$3.38M Buy
53,267
+12,231
+30% +$789K 0.01% 516
2017
Q4 		$2.52M Sell
41,036
-446
-1% -$27.1K 0.01% 851
2017
Q3 		$2.46M Buy
41,482
+172
+0.4% +$9.64K 0.01% 809
2017
Q2 		$2.33M Sell
41,310
-1,365
-3% -$73.7K 0.01% 861
2017
Q1 		$2.19M Buy
42,675
+1,358
+3% +$67.4K 0.01% 903
2016
Q4 		$1.96M Sell
41,317
-24,915
-38% -$1.2M 0.01% 926
2016
Q3 		$3.27M Buy
66,232
+34,546
+109% +$1.61M 0.01% 748
2016
Q2 		$1.4M Buy
31,686
+14,162
+81% +$572K 0.01% 1174
2016
Q1 		$669K Sell
17,524
-856
-5% -$29.9K ﹤0.01% 1505
2015
Q4 		$704K Sell
18,380
-3,424
-16% -$129K ﹤0.01% 1452
2015
Q3 		$711K Sell
21,804
-4,368
-17% -$149K ﹤0.01% 1438
2015
Q2 		$942K Sell
26,172
-1,396
-5% -$48.1K ﹤0.01% 1419
2015
Q1 		$905K Buy
27,568
+27,540
+98,357% +$837K ﹤0.01% 1327
2014
Q4 		$1K Sell
28
-92
-77% -$2.4K ﹤0.01% 2378
2014
Q3 		$3K Sell
120
-314
-72% -$7.62K ﹤0.01% 2404
2014
Q2 		$11K Buy
434
+300
+224% +$7.2K ﹤0.01% 1983
2014
Q1 		$3K Sell
134
-148
-52% -$3.61K ﹤0.01% 2193
2013
Q4 		$8K Sell
282
-784
-74% -$20.1K ﹤0.01% 1820
2013
Q3 		$24K Sell
1,066
-70,286
-99% -$1.47M ﹤0.01% 1416
2013
Q2 		$1.29M Buy
+71,352
New +$1.33M 0.02% 356

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Envestnet Asset Management's AOS Position: Q2 2026 in Review

Envestnet Asset Management increased its A.O. Smith (AOS) stake by 6.7% in Q2 2026, buying an estimated $2.13M and bringing the position to 562,406 shares worth $35.3M. The position accounts for 0.01% of the portfolio, ranked #1063.

Envestnet Asset Management first reported a position in AOS in Q2 2013 and has held it in 52 quarters since. The position peaked at $70.1M in Q1 2024. 230 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Envestnet Asset Management held 562,406 shares of A.O. Smith worth $35.3M as of Q2 2026.
  • Envestnet Asset Management bought 35,131 A.O. Smith shares in Q2 2026, an estimated $2.13M.
  • A.O. Smith made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1063 holding.
  • Envestnet Asset Management first reported a position in A.O. Smith in Q2 2013 and has held it in 52 quarters since.
  • Envestnet Asset Management's A.O. Smith position peaked at $70.1M in Q1 2024.
  • 230 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.