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

iA Global 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	$603K	Buy	9,618 +1,430	+17%	+$86.7K	0.01%	348
2026 Q1	$540K	Buy	8,188 +400	+5%	+$28.8K	0.01%	338
2025 Q4	$521K	Sell	7,788 -80	-1%	-$5.41K	0.01%	335
2025 Q3	$578K	Sell	7,868 -1,690	-18%	-$121K	0.01%	329
2025 Q2	$627K	Sell	9,558 -14,667	-61%	-$960K	0.01%	317
2025 Q1	$1.58M	Sell	24,225 -2,591	-10%	-$175K	0.03%	267
2024 Q4	$1.83M	Buy	26,816 +17,042	+174%	+$1.29M	0.03%	246
2024 Q3	$878K	Sell	9,774 -11,517	-54%	-$953K	0.02%	342
2024 Q2	$1.74M	Buy	21,291 +499	+2%	+$42.2K	0.03%	245
2024 Q1	$1.86M	Sell	20,792 -3,740	-15%	-$308K	0.04%	244
2023 Q4	$2.02M	Buy	24,532 +11,650	+90%	+$859K	0.05%	240
2023 Q3	$852K	Buy	12,882 +3,368	+35%	+$239K	0.02%	296
2023 Q2	$692K	Buy	+9,514	New	+$651K	0.02%	318

Other funds holding AOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

iA Global Asset Management's AOS Position: Q2 2026 in Review

iA Global Asset Management increased its A.O. Smith (AOS) stake by 17% in Q2 2026, buying an estimated $86.7K and bringing the position to 9,618 shares worth $603K. The position accounts for 0.01% of the portfolio, ranked #348.

iA Global Asset Management first reported a position in AOS in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.02M in Q4 2023. 308 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

iA Global Asset Management held 9,618 shares of A.O. Smith worth $603K as of Q2 2026.
iA Global Asset Management bought 1,430 A.O. Smith shares in Q2 2026, an estimated $86.7K.
A.O. Smith made up 0.01% of iA Global Asset Management's portfolio in Q2 2026, its #348 holding.
iA Global Asset Management first reported a position in A.O. Smith in Q2 2023 and has held it in 13 quarters since.
iA Global Asset Management's A.O. Smith position peaked at $2.02M in Q4 2023.
308 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on iA Global Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.