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Gateway Investment Advisers’s A.O. Smith AOS Stock Holding History

Gateway Investment Advisers’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 		$526K Sell
8,394
-3,954
-32% -$240K 0.01% 574
2026
Q1 		$814K Buy
12,348
+2,751
+29% +$198K 0.01% 374
2025
Q4 		$642K Buy
9,597
+3,465
+57% +$234K 0.01% 419
2025
Q3 		$450K Buy
+6,132
New +$438K ﹤0.01% 420
2025
Q2 		– Sell
-6,587
Closed -$431K – 473
2025
Q1 		$431K Buy
6,587
+612
+10% +$41.4K ﹤0.01% 407
2024
Q4 		$408K Buy
5,975
+2,986
+100% +$226K ﹤0.01% 404
2024
Q3 		$269K Buy
2,989
+142
+5% +$11.8K ﹤0.01% 460
2024
Q2 		$233K Buy
2,847
+445
+19% +$37.7K ﹤0.01% 473
2024
Q1 		$215K Buy
+2,402
New +$198K ﹤0.01% 489
2020
Q3 		– Sell
-139,168
Closed -$6.56M – 515
2020
Q2 		$6.56M Sell
139,168
-36,820
-21% -$1.61M 0.08% 203
2020
Q1 		$6.65M Buy
+175,988
New +$7.5M 0.08% 191
2019
Q3 		– Sell
-7,001
Closed -$330K – 573
2019
Q2 		$330K Sell
7,001
-65
-0.9% -$3.19K ﹤0.01% 621
2019
Q1 		$377K Sell
7,066
-581
-8% -$28.9K ﹤0.01% 606
2018
Q4 		$327K Sell
7,647
-363
-5% -$16.7K ﹤0.01% 618
2018
Q3 		$427K Sell
8,010
-165
-2% -$9.69K ﹤0.01% 598
2018
Q2 		$484K Sell
8,175
-741
-8% -$46.7K ﹤0.01% 587
2018
Q1 		$567K Sell
8,916
-899
-9% -$58K 0.01% 585
2017
Q4 		$601K Sell
9,815
-666
-6% -$40.4K 0.01% 589
2017
Q3 		$623K Buy
+10,481
New +$588K 0.01% 585

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
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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gateway Investment Advisers's AOS Position: Q2 2026 in Review

Gateway Investment Advisers reduced its A.O. Smith (AOS) stake by 32% in Q2 2026, selling an estimated $240K and leaving 8,394 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #574.

Gateway Investment Advisers first reported a position in AOS in Q3 2017 and has held it in 19 quarters since. The position peaked at $6.65M in Q1 2020. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Gateway Investment Advisers held 8,394 shares of A.O. Smith worth $526K as of Q2 2026.
  • Gateway Investment Advisers sold 3,954 A.O. Smith shares in Q2 2026, an estimated $240K.
  • A.O. Smith made up 0.01% of Gateway Investment Advisers's portfolio in Q2 2026, its #574 holding.
  • Gateway Investment Advisers first reported a position in A.O. Smith in Q3 2017 and has held it in 19 quarters since.
  • Gateway Investment Advisers's A.O. Smith position peaked at $6.65M in Q1 2020.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Gateway Investment Advisers's 13F filing for Q2 2026, filed 20 Jul 2026.