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 Q2	$176M	Sell	2,813,713 -1,464,506	-34%	-$88.8M	1.15%	23
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Impax Asset Management Group's AOS Position: Q2 2026 in Review

Impax Asset Management Group reduced its A.O. Smith (AOS) stake by 34% in Q2 2026, selling an estimated $88.8M and leaving 2,813,713 shares worth $176M. The position accounts for 1.15% of the portfolio, ranked #23.

Impax Asset Management Group first reported a position in AOS in Q3 2018 and has held it in 29 quarters since. The position peaked at $356M in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Impax Asset Management Group held 2,813,713 shares of A.O. Smith worth $176M as of Q2 2026.
Impax Asset Management Group sold 1,464,506 A.O. Smith shares in Q2 2026, an estimated $88.8M.
A.O. Smith made up 1.15% of Impax Asset Management Group's portfolio in Q2 2026, its #23 holding.
Impax Asset Management Group first reported a position in A.O. Smith in Q3 2018 and has held it in 29 quarters since.
Impax Asset Management Group's A.O. Smith position peaked at $356M in Q3 2025.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Impax Asset Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.