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Greenleaf Trust’s A.O. Smith AOS Stock Holding History

Greenleaf Trust’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 		$389K Buy
6,209
+1,001
+19% +$60.7K ﹤0.01% 590
2026
Q1 		$343K Sell
5,208
-23
-0.4% -$1.66K ﹤0.01% 606
2025
Q4 		$350K Sell
5,231
-301
-5% -$20.3K ﹤0.01% 593
2025
Q3 		$406K Sell
5,532
-191
-3% -$13.6K ﹤0.01% 548
2025
Q2 		$375K Sell
5,723
-203
-3% -$13.3K ﹤0.01% 567
2025
Q1 		$387K Buy
5,926
+53
+0.9% +$3.58K ﹤0.01% 567
2024
Q4 		$401K Buy
5,873
+188
+3% +$14.2K ﹤0.01% 565
2024
Q3 		$511K Sell
5,685
-108
-2% -$8.94K ﹤0.01% 505
2024
Q2 		$474K Buy
5,793
+6
+0.1% +$508 ﹤0.01% 492
2024
Q1 		$518K Sell
5,787
-12
-0.2% -$990 ﹤0.01% 467
2023
Q4 		$478K Buy
5,799
+252
+5% +$18.6K 0.01% 474
2023
Q3 		$367K Buy
5,547
+19
+0.3% +$1.35K ﹤0.01% 526
2023
Q2 		$402K Buy
5,528
+24
+0.4% +$1.64K ﹤0.01% 507
2023
Q1 		$381K Buy
5,504
+75
+1% +$4.87K ﹤0.01% 531
2022
Q4 		$311K Buy
5,429
+282
+5% +$15.8K ﹤0.01% 571
2022
Q3 		$250K Buy
+5,147
New +$296K ﹤0.01% 602
2018
Q2 		– Sell
-686
Closed -$44K – 517
2018
Q1 		$44K Buy
686
+489
+248% +$31.5K ﹤0.01% 482
2017
Q4 		$12K Sell
197
-91
-32% -$5.52K ﹤0.01% 643
2017
Q3 		$17K Buy
+288
New +$16.1K ﹤0.01% 602

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 $3.37T AUM 44.26% 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

Greenleaf Trust's AOS Position: Q2 2026 in Review

Greenleaf Trust increased its A.O. Smith (AOS) stake by 19% in Q2 2026, buying an estimated $60.7K and bringing the position to 6,209 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Greenleaf Trust first reported a position in AOS in Q3 2017 and has held it in 19 quarters since. The position peaked at $518K in Q1 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Greenleaf Trust held 6,209 shares of A.O. Smith worth $389K as of Q2 2026.
  • Greenleaf Trust bought 1,001 A.O. Smith shares in Q2 2026, an estimated $60.7K.
  • A.O. Smith made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #590 holding.
  • Greenleaf Trust first reported a position in A.O. Smith in Q3 2017 and has held it in 19 quarters since.
  • Greenleaf Trust's A.O. Smith position peaked at $518K in Q1 2024.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.