New York Life Investment Management’s A.O. Smith AOS Stock Holding History

New York Life Investment Management’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	$965K	Sell	15,389 -22	-0.1%	-$1.33K	0.01%	696
2026 Q1	$1.02M	Buy	15,411 +74	+0.5%	+$5.33K	0.01%	666
2025 Q4	$1.03M	Sell	15,337 -11,709	-43%	-$791K	0.01%	606
2025 Q3	$1.99M	Buy	27,046 +11,445	+73%	+$817K	0.02%	544
2025 Q2	$1.02M	Sell	15,601 -13,039	-46%	-$853K	0.01%	638
2025 Q1	$1.87M	Sell	28,640 -71	-0.2%	-$4.8K	0.02%	553
2024 Q4	$1.96M	Sell	28,711 -1,246	-4%	-$94.4K	0.02%	559
2024 Q3	$2.69M	Sell	29,957 -3,242	-10%	-$268K	0.03%	507
2024 Q2	$2.72M	Buy	33,199 +2,199	+7%	+$186K	0.03%	481
2024 Q1	$2.77M	Sell	31,000 -1,180	-4%	-$97.3K	0.03%	474
2023 Q4	$2.65M	Sell	32,180 -347	-1%	-$25.6K	0.03%	481
2023 Q3	$2.15M	Buy	32,527 +7,184	+28%	+$510K	0.02%	502
2023 Q2	$1.84M	Buy	25,343 +5,382	+27%	+$368K	0.02%	530
2023 Q1	$1.38M	Sell	19,961 -29	-0.1%	-$1.89K	0.02%	573
2022 Q4	$1.14M	Buy	19,990 +79	+0.4%	+$4.42K	0.01%	611
2022 Q3	$968K	Sell	19,911 -250	-1%	-$14.4K	0.01%	618
2022 Q2	$1.1M	Buy	+20,161	New	+$1.21M	0.01%	611

Other funds holding AOS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

New York Life Investment Management's AOS Position: Q2 2026 in Review

New York Life Investment Management reduced its A.O. Smith (AOS) stake by 0.14% in Q2 2026, selling an estimated $1.33K and leaving 15,389 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #696.

New York Life Investment Management first reported a position in AOS in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.77M in Q1 2024. 429 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

New York Life Investment Management held 15,389 shares of A.O. Smith worth $965K as of Q2 2026.
New York Life Investment Management sold 22 A.O. Smith shares in Q2 2026, an estimated $1.33K.
A.O. Smith made up 0.01% of New York Life Investment Management's portfolio in Q2 2026, its #696 holding.
New York Life Investment Management first reported a position in A.O. Smith in Q2 2022 and has held it in 17 quarters since.
New York Life Investment Management's A.O. Smith position peaked at $2.77M in Q1 2024.
429 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on New York Life Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.