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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
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 		$9.66M 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

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
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
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Perpetual Ltd's AOS Position: Q2 2026 in Review

Perpetual Ltd increased its A.O. Smith (AOS) stake by 5.2% in Q2 2026, buying an estimated $483K and bringing the position to 160,162 shares worth $10M. The position accounts for 0.14% of the portfolio, ranked #114.

Perpetual Ltd first reported a position in AOS in Q1 2023 and has held it in 14 quarters since. The position peaked at $11.3M in Q3 2025. 175 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Perpetual Ltd held 160,162 shares of A.O. Smith worth $10M as of Q2 2026.
  • Perpetual Ltd bought 7,971 A.O. Smith shares in Q2 2026, an estimated $483K.
  • A.O. Smith made up 0.14% of Perpetual Ltd's portfolio in Q2 2026, its #114 holding.
  • Perpetual Ltd first reported a position in A.O. Smith in Q1 2023 and has held it in 14 quarters since.
  • Perpetual Ltd's A.O. Smith position peaked at $11.3M in Q3 2025.
  • 175 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.