MPWT
AOS icon

MassMutual Private Wealth & Trust’s A.O. Smith AOS Stock Holding History

MassMutual Private Wealth & Trust’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 		$14M Sell
223,196
-6,996
-3% -$424K 0.36% 64
2026
Q1 		$15.2M Buy
230,192
+3,951
+2% +$285K 0.41% 61
2025
Q4 		$15.1M Sell
226,241
-10,220
-4% -$691K 0.39% 64
2025
Q3 		$17.4M Buy
236,461
+2,259
+1% +$161K 0.44% 61
2025
Q2 		$15.4M Buy
234,202
+6,836
+3% +$447K 0.41% 65
2025
Q1 		$14.9M Buy
227,366
+14,114
+7% +$954K 0.43% 59
2024
Q4 		$14.5M Buy
213,252
+1,891
+0.9% +$143K 0.41% 63
2024
Q3 		$19M Buy
211,361
+8,905
+4% +$737K 0.54% 51
2024
Q2 		$16.6M Buy
202,456
+1,175
+0.6% +$99.4K 0.5% 56
2024
Q1 		$18M Buy
201,281
+6,408
+3% +$528K 0.56% 53
2023
Q4 		$16.1M Sell
194,873
-639
-0.3% -$47.1K 0.54% 55
2023
Q3 		$12.9M Buy
195,512
+4,114
+2% +$292K 0.48% 58
2023
Q2 		$13.9M Buy
191,398
+3,884
+2% +$266K 0.5% 53
2023
Q1 		$13M Buy
187,514
+11,132
+6% +$723K 0.5% 53
2022
Q4 		$10.1M Buy
176,382
+5,800
+3% +$324K 0.42% 66
2022
Q3 		$8.29M Buy
170,582
+10,749
+7% +$617K 0.38% 72
2022
Q2 		$8.74M Buy
159,833
+19,763
+14% +$1.19M 0.38% 71
2022
Q1 		$8.95M Buy
140,070
+14,594
+12% +$1.06M 0.34% 79
2021
Q4 		$10.8M Buy
125,476
+12,692
+11% +$968K 0.4% 66
2021
Q3 		$6.89M Buy
112,784
+18,125
+19% +$1.27M 0.28% 93
2021
Q2 		$6.82M Buy
94,659
+14,411
+18% +$994K 0.29% 94
2021
Q1 		$5.43M Buy
80,248
+22,061
+38% +$1.34M 0.26% 107
2020
Q4 		$3.19M Buy
58,187
+50,638
+671% +$2.79M 0.16% 136
2020
Q3 		$399K Buy
+7,549
New +$377K 0.02% 280
2019
Q1 		– Sell
-38
Closed -$1.62K – 861
2018
Q4 		$1.62K Buy
+38
New +$1.75K ﹤0.01% 864

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

MassMutual Private Wealth & Trust's AOS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its A.O. Smith (AOS) stake by 3% in Q2 2026, selling an estimated $424K and leaving 223,196 shares worth $14M. The position accounts for 0.36% of the portfolio, ranked #64.

MassMutual Private Wealth & Trust first reported a position in AOS in Q4 2018 and has held it in 25 quarters since. The position peaked at $19M in Q3 2024. 216 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • MassMutual Private Wealth & Trust held 223,196 shares of A.O. Smith worth $14M as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 6,996 A.O. Smith shares in Q2 2026, an estimated $424K.
  • A.O. Smith made up 0.36% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #64 holding.
  • MassMutual Private Wealth & Trust first reported a position in A.O. Smith in Q4 2018 and has held it in 25 quarters since.
  • MassMutual Private Wealth & Trust's A.O. Smith position peaked at $19M in Q3 2024.
  • 216 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.