Perpetual Ltd
AOS icon

Perpetual Ltd’s A.O. Smith AOS Stock Holding History

Perpetual Ltd’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
Q3 		$9.17M Buy
162,602
+2,440
+2% +$147K 0.14% 109
2026
Q2 		$10M Buy
160,162
+7,971
+5% +$483K 0.14% 114
2026
Q1 		$10M Buy
152,191
+2,330
+2% +$168K 0.15% 110
2025
Q4 		$10M Sell
149,861
-4,345
-3% -$294K 0.15% 117
2025
Q3 		$11.3M Buy
154,206
+12,600
+9% +$899K 0.14% 127
2025
Q2 		$9.29M Buy
141,606
+36,583
+35% +$2.39M 0.11% 136
2025
Q1 		$6.86M Sell
105,023
-13,601
-11% -$919K 0.08% 138
2024
Q4 		$8.09M Buy
118,624
+11,128
+10% +$843K 0.1% 131
2024
Q3 		$9.7M Sell
107,496
-255
-0.2% -$21.1K 0.1% 119
2024
Q2 		$8.81M Buy
107,751
+3,831
+4% +$324K 0.1% 131
2024
Q1 		$9.3M Buy
103,920
+9,211
+10% +$760K 0.09% 142
2023
Q4 		$7.81M Buy
94,709
+3,047
+3% +$225K 0.08% 138
2023
Q3 		$6.06M Buy
91,662
+5,640
+7% +$400K 0.06% 155
2023
Q2 		$6.26M Buy
86,022
+1,865
+2% +$128K 0.05% 169
2023
Q1 		$5.82M Buy
+84,157
New +$5.47M 0.05% 180

Other funds holding AOS

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Perpetual Ltd's AOS Position: Q3 2026 in Review

Perpetual Ltd increased its A.O. Smith (AOS) stake by 1.5% in Q3 2026, buying an estimated $147K and bringing the position to 162,602 shares worth $9.17M. The position accounts for 0.14% of the portfolio, ranked #109.

Perpetual Ltd first reported a position in AOS in Q1 2023 and has held it in 15 quarters since. The position peaked at $11.3M in Q3 2025. 171 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Perpetual Ltd held 162,602 shares of A.O. Smith worth $9.17M as of Q3 2026.
  • Perpetual Ltd bought 2,440 A.O. Smith shares in Q3 2026, an estimated $147K.
  • A.O. Smith made up 0.14% of Perpetual Ltd's portfolio in Q3 2026, its #109 holding.
  • Perpetual Ltd first reported a position in A.O. Smith in Q1 2023 and has held it in 15 quarters since.
  • Perpetual Ltd's A.O. Smith position peaked at $11.3M in Q3 2025.
  • 171 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.