Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s A.O. Smith AOS Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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 		$8.14M Buy
129,800
+94,737
+270% +$5.74M 0.01% 685
2026
Q1 		$2.31M Buy
35,063
+30,582
+682% +$2.2M ﹤0.01% 957
2025
Q4 		$300K Sell
4,481
-42
-0.9% -$2.84K ﹤0.01% 1241
2025
Q3 		$332K Sell
4,523
-114
-2% -$8.14K ﹤0.01% 1043
2025
Q2 		$304K Buy
4,637
+3,230
+230% +$211K ﹤0.01% 978
2025
Q1 		$92K Sell
1,407
-37,593
-96% -$2.54M ﹤0.01% 1026
2024
Q4 		$2.66M Buy
+39,000
New +$2.95M 0.01% 630
2023
Q2 		– Sell
-1,536
Closed -$106K – 1174
2023
Q1 		$106K Buy
+1,536
New +$99.8K ﹤0.01% 1037
2022
Q4 		– Sell
-49,153
Closed -$2.39M – 1401
2022
Q3 		$2.39M Sell
49,153
-55,170
-53% -$3.17M 0.01% 638
2022
Q2 		$5.7M Buy
104,323
+29,094
+39% +$1.75M 0.03% 374
2022
Q1 		$4.81M Buy
75,229
+66,637
+776% +$4.85M 0.02% 546
2021
Q4 		$738K Buy
+8,592
New +$655K ﹤0.01% 1199
2021
Q3 		– Sell
-10,818
Closed -$780K – 1668
2021
Q2 		$780K Buy
10,818
+4,820
+80% +$333K ﹤0.01% 1259
2021
Q1 		$406K Buy
5,998
+5,471
+1,038% +$333K ﹤0.01% 1097
2020
Q4 		$29K Buy
+527
New +$29K ﹤0.01% 1396

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's AOS Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund increased its A.O. Smith (AOS) stake by 270% in Q2 2026, buying an estimated $5.74M and bringing the position to 129,800 shares worth $8.14M. The position accounts for 0.01% of the portfolio, ranked #685.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in AOS in Q4 2020 and has held it in 15 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund held 129,800 shares of A.O. Smith worth $8.14M as of Q2 2026.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund bought 94,737 A.O. Smith shares in Q2 2026, an estimated $5.74M.
  • A.O. Smith made up 0.01% of Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's portfolio in Q2 2026, its #685 holding.
  • Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in A.O. Smith in Q4 2020 and has held it in 15 quarters since.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.