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Rakuten Investment Management’s A.O. Smith AOS Stock Holding History

Rakuten 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
Q1 		$705K Buy
11,072
+961
+10% +$69.3K ﹤0.01% 442
2025
Q4 		$688K Buy
10,111
+9,576
+1,790% +$647K ﹤0.01% 545
2025
Q3 		$44.6K Buy
+535
New +$38.2K ﹤0.01% 609
2025
Q1 		$712K Buy
+10,845
New +$733K ﹤0.01% 531
2024
Q3 		$617K Buy
6,813
+1,664
+32% +$138K ﹤0.01% 414
2024
Q2 		$422K Buy
5,149
+1,846
+56% +$156K ﹤0.01% 415
2024
Q1 		$295K Buy
3,303
+2,998
+983% +$247K ﹤0.01% 405
2023
Q4 		$25.1K Buy
+305
New +$22.5K ﹤0.01% 410

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rakuten Investment Management's AOS Position: Q1 2026 in Review

Rakuten Investment Management increased its A.O. Smith (AOS) stake by 9.5% in Q1 2026, buying an estimated $69.3K and bringing the position to 11,072 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #442.

Rakuten Investment Management first reported a position in AOS in Q4 2023 and has held it in 8 quarters since. The position peaked at $712K in Q1 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Rakuten Investment Management held 11,072 shares of A.O. Smith worth $705K as of Q1 2026.
  • Rakuten Investment Management bought 961 A.O. Smith shares in Q1 2026, an estimated $69.3K.
  • A.O. Smith made up ﹤0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #442 holding.
  • Rakuten Investment Management first reported a position in A.O. Smith in Q4 2023 and has held it in 8 quarters since.
  • Rakuten Investment Management's A.O. Smith position peaked at $712K in Q1 2025.
  • 631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.