Impax Asset Management Group
AOS icon

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

Impax Asset Management Group’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
Q1 		$282M Sell
4,278,219
-371,325
-8% -$26.8M 1.97% 11
2025
Q4 		$311M Sell
4,649,544
-200,614
-4% -$13.6M 1.95% 11
2025
Q3 		$356M Buy
4,850,158
+157,856
+3% +$11.3M 2.08% 10
2025
Q2 		$308M Sell
4,692,302
-496,259
-10% -$32.5M 1.77% 13
2025
Q1 		$339M Buy
5,188,561
+2,086,433
+67% +$141M 2.04% 11
2024
Q4 		$212M Sell
3,102,128
-31,472
-1% -$2.38M 0.96% 33
2024
Q3 		$281M Sell
3,133,600
-115,611
-4% -$9.57M 1.11% 30
2024
Q2 		$266M Hold
3,249,211
– – 1.08% 32
2024
Q1 		$291M Sell
3,249,211
-283,089
-8% -$23.3M 1.11% 29
2023
Q4 		$291M Sell
3,532,300
-569,086
-14% -$42M 1.17% 27
2023
Q3 		$271M Buy
4,101,386
+88,025
+2% +$6.25M 1.21% 25
2023
Q2 		$292M Hold
4,013,361
– – 1.17% 26
2023
Q1 		$278M Sell
4,013,361
-53,165
-1% -$3.46M 1.16% 26
2022
Q4 		$233M Buy
4,066,526
+65,166
+2% +$3.64M 1.04% 31
2022
Q3 		$194M Buy
4,001,360
+70,578
+2% +$4.05M 1% 35
2022
Q2 		$215M Buy
3,930,782
+656,388
+20% +$39.4M 1.05% 31
2022
Q1 		$209M Buy
3,274,394
+329,916
+11% +$24M 0.86% 47
2021
Q4 		$253M Buy
2,944,478
+177,678
+6% +$13.5M 0.92% 38
2021
Q3 		$169M Buy
2,766,800
+1,115,478
+68% +$77.9M 0.69% 56
2021
Q2 		$119M Buy
1,651,322
+526,622
+47% +$36.3M 0.52% 61
2021
Q1 		$76M Buy
+1,124,700
New +$68.4M 0.39% 69
2020
Q2 		– Sell
-787,826
Closed -$29.8M – 278
2020
Q1 		$29.8M Sell
787,826
-3,448,069
-81% -$147M 0.4% 65
2019
Q4 		$201M Buy
4,235,895
+414,543
+11% +$20.1M 2.25% 9
2019
Q3 		$182M Buy
3,821,352
+3,163
+0.1% +$146K 2.37% 9
2019
Q2 		$180M Sell
3,818,189
-56,477
-1% -$2.77M 2.34% 10
2019
Q1 		$207M Sell
3,874,666
-409,025
-10% -$20.3M 2.84% 7
2018
Q4 		$183M Buy
4,283,691
+1,448,313
+51% +$66.6M 2.98% 6
2018
Q3 		$151M Buy
+2,835,378
New +$166M 2.17% 9

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Impax Asset Management Group's AOS Position: Q1 2026 in Review

Impax Asset Management Group reduced its A.O. Smith (AOS) stake by 8% in Q1 2026, selling an estimated $26.8M and leaving 4,278,219 shares worth $282M. The position accounts for 1.97% of the portfolio, ranked #11.

Impax Asset Management Group first reported a position in AOS in Q3 2018 and has held it in 28 quarters since. The position peaked at $356M in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Impax Asset Management Group held 4,278,219 shares of A.O. Smith worth $282M as of Q1 2026.
  • Impax Asset Management Group sold 371,325 A.O. Smith shares in Q1 2026, an estimated $26.8M.
  • A.O. Smith made up 1.97% of Impax Asset Management Group's portfolio in Q1 2026, its #11 holding.
  • Impax Asset Management Group first reported a position in A.O. Smith in Q3 2018 and has held it in 28 quarters since.
  • Impax Asset Management Group's A.O. Smith position peaked at $356M in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Impax Asset Management Group's 13F filing for Q1 2026, filed 12 May 2026.