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Johnson Financial Group Inc (Wisconsin)’s A.O. Smith AOS Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		– Sell
-216
Closed -$14.4K – 898
2025
Q4 		$14.4K Sell
216
-566
-72% -$38.2K ﹤0.01% 622
2025
Q3 		$57.4K Buy
782
+625
+398% +$44.6K ﹤0.01% 580
2025
Q2 		$10.3K Sell
157
-2,103
-93% -$138K ﹤0.01% 607
2025
Q1 		$148K Buy
2,260
+1,026
+83% +$69.3K 0.01% 412
2024
Q4 		$83.5K Buy
1,234
+39
+3% +$2.95K ﹤0.01% 397
2024
Q3 		$107K Sell
1,195
-9,437
-89% -$781K ﹤0.01% 436
2024
Q2 		$869K Buy
10,632
+2,169
+26% +$184K 0.04% 155
2024
Q1 		$757K Buy
8,463
+8,306
+5,290% +$685K 0.04% 151
2023
Q4 		$12.9K Buy
+157
New +$11.6K ﹤0.01% 626
2023
Q2 		– Sell
-1,996
Closed -$138K – 650
2023
Q1 		$138K Sell
1,996
-126
-6% -$8.19K 0.01% 306
2022
Q4 		$121K Buy
2,122
+437
+26% +$24.4K 0.01% 286
2022
Q3 		$92K Buy
1,685
+49
+3% +$2.81K 0.01% 301
2022
Q2 		$89K Buy
1,636
+19
+1% +$1.14K 0.01% 327
2022
Q1 		$103K Sell
1,617
-1,214
-43% -$88.3K 0.01% 351
2021
Q4 		$243K Buy
2,831
+1,385
+96% +$106K 0.02% 259
2021
Q3 		$88K Sell
1,446
-439
-23% -$30.7K 0.01% 343
2021
Q2 		$136K Sell
1,885
-170
-8% -$11.7K 0.01% 304
2021
Q1 		$139K Buy
+2,055
New +$125K 0.01% 300
2020
Q1 		– Sell
-130
Closed -$6K – 472
2019
Q4 		$6K Buy
+130
New +$6.3K ﹤0.01% 446

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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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s AOS Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 216 shares — an estimated $14.4K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in AOS in Q4 2019 and held it in 19 quarters. The position peaked at $869K in Q2 2024. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 216 A.O. Smith shares in Q1 2026, an estimated $14.4K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in A.O. Smith in Q4 2019 and held it in 19 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s A.O. Smith position peaked at $869K in Q2 2024.
  • 636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.