Loomis, Sayles & Company
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Loomis, Sayles & Company’s A.O. Smith AOS Stock Holding History

Loomis, Sayles & Company’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 		– Sell
-326
Closed -$21.5K – 709
2026
Q1 		$21.5K Sell
326
-128
-28% -$9.22K ﹤0.01% 673
2025
Q4 		$30.4K Sell
454
-17
-4% -$1.15K ﹤0.01% 651
2025
Q3 		$34.6K Buy
471
+8
+2% +$571 ﹤0.01% 648
2025
Q2 		$30.4K Buy
+463
New +$30.3K ﹤0.01% 668

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 $3.37T AUM 44.26% 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

Loomis, Sayles & Company's AOS Position: Q2 2026 in Review

Loomis, Sayles & Company sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 326 shares — an estimated $21.5K sold.

Loomis, Sayles & Company first reported a position in AOS in Q2 2025 and held it in 4 quarters. The position peaked at $34.6K in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Loomis, Sayles & Company reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Loomis, Sayles & Company sold 326 A.O. Smith shares in Q2 2026, an estimated $21.5K.
  • Loomis, Sayles & Company first reported a position in A.O. Smith in Q2 2025 and held it in 4 quarters.
  • Loomis, Sayles & Company's A.O. Smith position peaked at $34.6K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.