Principal Financial Group’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5M | Buy |
158,616
+29,787
| +23% | +$2.15M | 0.01% | 1310 |
|
|
2025
Q4 | $8.62M | Sell |
128,829
-11,902
| -8% | -$804K | ﹤0.01% | 1387 |
|
|
2025
Q3 | $10.3M | Sell |
140,731
-12,886
| -8% | -$920K | 0.01% | 1271 |
|
|
2025
Q2 | $10.1M | Sell |
153,617
-24,926
| -14% | -$1.63M | 0.01% | 1265 |
|
|
2025
Q1 | $11.7M | Buy |
178,543
+15,769
| +10% | +$1.07M | 0.01% | 1171 |
|
|
2024
Q4 | $11.1M | Sell |
162,774
-2,197
| -1% | -$166K | 0.01% | 1238 |
|
|
2024
Q3 | $14.8M | Sell |
164,971
-21,276
| -11% | -$1.76M | 0.01% | 1035 |
|
|
2024
Q2 | $15.2M | Buy |
186,247
+2,851
| +2% | +$241K | 0.01% | 1024 |
|
|
2024
Q1 | $16.4M | Buy |
183,396
+17,844
| +11% | +$1.47M | 0.01% | 1042 |
|
|
2023
Q4 | $13.6M | Sell |
165,552
-2,886
| -2% | -$213K | 0.01% | 1127 |
|
|
2023
Q3 | $11.1M | Sell |
168,438
-43,638
| -21% | -$3.1M | 0.01% | 1175 |
|
|
2023
Q2 | $15.4M | Sell |
212,076
-20,882
| -9% | -$1.43M | 0.01% | 1007 |
|
|
2023
Q1 | $16.1M | Buy |
232,958
+69,375
| +42% | +$4.51M | 0.01% | 987 |
|
|
2022
Q4 | $9.36M | Sell |
163,583
-7,164
| -4% | -$401K | 0.01% | 1273 |
|
|
2022
Q3 | $8.29M | Buy |
170,747
+5,697
| +3% | +$327K | 0.01% | 1293 |
|
|
2022
Q2 | $9.03M | Sell |
165,050
-8,180
| -5% | -$491K | 0.01% | 1322 |
|
|
2022
Q1 | $11.1M | Sell |
173,230
-9,232
| -5% | -$672K | 0.01% | 1313 |
|
|
2021
Q4 | $15.7M | Sell |
182,462
-4,234
| -2% | -$323K | 0.01% | 1126 |
|
|
2021
Q3 | $11.4M | Sell |
186,696
-45,686
| -20% | -$3.19M | 0.01% | 1332 |
|
|
2021
Q2 | $16.7M | Buy |
232,382
+14,203
| +7% | +$980K | 0.01% | 1117 |
|
|
2021
Q1 | $14.8M | Buy |
218,179
+20,934
| +11% | +$1.27M | 0.01% | 1161 |
|
|
2020
Q4 | $10.8M | Sell |
197,245
-18,481
| -9% | -$1.02M | 0.01% | 1183 |
|
|
2020
Q3 | $11.4M | Sell |
215,726
-20,016
| -8% | -$999K | 0.01% | 996 |
|
|
2020
Q2 | $11.1M | Buy |
235,742
+25,179
| +12% | +$1.1M | 0.01% | 998 |
|
|
2020
Q1 | $7.96M | Sell |
210,563
-3,709
| -2% | -$158K | 0.01% | 1033 |
|
|
2019
Q4 | $10.2M | Sell |
214,272
-8,463
| -4% | -$410K | 0.01% | 1239 |
|
|
2019
Q3 | $10.6M | Sell |
222,735
-3,274
| -1% | -$151K | 0.01% | 1175 |
|
|
2019
Q2 | $10.7M | Buy |
226,009
+10,721
| +5% | +$526K | 0.01% | 1181 |
|
|
2019
Q1 | $11.5M | Buy |
215,288
+6,176
| +3% | +$307K | 0.01% | 1151 |
|
|
2018
Q4 | $8.93M | Sell |
209,112
-15,649
| -7% | -$720K | 0.01% | 1240 |
|
|
2018
Q3 | $12M | Buy |
224,761
+3,351
| +2% | +$197K | 0.01% | 1218 |
|
|
2018
Q2 | $13.1M | Sell |
221,410
-514
| -0.2% | -$32.4K | 0.01% | 1123 |
|
|
2018
Q1 | $14.1M | Sell |
221,924
-8,800
| -4% | -$568K | 0.01% | 1035 |
|
|
2017
Q4 | $14.1M | Buy |
230,724
+17,381
| +8% | +$1.05M | 0.01% | 1051 |
|
|
2017
Q3 | $12.7M | Sell |
213,343
-490,599
| -70% | -$27.5M | 0.01% | 1083 |
|
|
2017
Q2 | $39.7M | Buy |
703,942
+39,169
| +6% | +$2.11M | 0.04% | 472 |
|
|
2017
Q1 | $34M | Sell |
664,773
-240,176
| -27% | -$11.9M | 0.04% | 465 |
|
|
2016
Q4 | $42.8M | Buy |
904,949
+9,721
| +1% | +$469K | 0.05% | 355 |
|
|
2016
Q3 | $44.2M | Buy |
895,228
+85,480
| +11% | +$3.99M | 0.06% | 324 |
|
|
2016
Q2 | $35.7M | Buy |
809,748
+35,242
| +5% | +$1.42M | 0.05% | 352 |
|
|
2016
Q1 | $29.6M | Buy |
774,506
+273,068
| +54% | +$9.55M | 0.04% | 414 |
|
|
2015
Q4 | $19.2M | Buy |
501,438
+10,634
| +2% | +$401K | 0.03% | 589 |
|
|
2015
Q3 | $16M | Sell |
490,804
-602,722
| -55% | -$20.6M | 0.03% | 651 |
|
|
2015
Q2 | $39.4M | Buy |
1,093,526
+110,252
| +11% | +$3.8M | 0.06% | 325 |
|
|
2015
Q1 | $32.3M | Buy |
983,274
+32,168
| +3% | +$978K | 0.05% | 377 |
|
|
2014
Q4 | $26.8M | Sell |
951,106
-242,784
| -20% | -$6.34M | 0.04% | 430 |
|
|
2014
Q3 | $28.2M | Sell |
1,193,890
-16,172
| -1% | -$393K | 0.05% | 379 |
|
|
2014
Q2 | $30M | Buy |
1,210,062
+796,522
| +193% | +$19.1M | 0.05% | 371 |
|
|
2014
Q1 | $9.52M | Buy |
413,540
+18,874
| +5% | +$460K | 0.02% | 947 |
|
|
2013
Q4 | $10.6M | Sell |
394,666
-505,038
| -56% | -$12.9M | 0.02% | 845 |
|
|
2013
Q3 | $20.3M | Buy |
899,704
+34,132
| +4% | +$714K | 0.04% | 452 |
|
|
2013
Q2 | $15.7M | Buy |
+865,572
| New | +$16.2M | 0.03% | 529 |
|
Other funds holding AOS
VCM
VPM
