Rockefeller Capital Management’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 | $1.04M | Sell |
15,753
-53,579
| -77% | -$3.86M | ﹤0.01% | 1596 |
|
|
2025
Q4 | $4.64M | Sell |
69,332
-2,977
| -4% | -$201K | 0.01% | 911 |
|
|
2025
Q3 | $5.31M | Sell |
72,309
-1,954
| -3% | -$139K | 0.01% | 799 |
|
|
2025
Q2 | $4.87M | Sell |
74,263
-218
| -0.3% | -$14.3K | 0.01% | 802 |
|
|
2025
Q1 | $4.87M | Buy |
74,481
+10,985
| +17% | +$742K | 0.01% | 745 |
|
|
2024
Q4 | $4.33M | Sell |
63,496
-11,450
| -15% | -$867K | 0.01% | 764 |
|
|
2024
Q3 | $6.73M | Sell |
74,946
-4,362
| -6% | -$361K | 0.02% | 630 |
|
|
2024
Q2 | $6.49M | Buy |
79,308
+2,044
| +3% | +$173K | 0.02% | 620 |
|
|
2024
Q1 | $6.91M | Sell |
77,264
-443
| -0.6% | -$36.5K | 0.02% | 600 |
|
|
2023
Q4 | $6.41M | Buy |
77,707
+837
| +1% | +$61.7K | 0.02% | 577 |
|
|
2023
Q3 | $5.08M | Sell |
76,870
-844
| -1% | -$59.9K | 0.02% | 571 |
|
|
2023
Q2 | $5.66M | Sell |
77,714
-5,172
| -6% | -$354K | 0.02% | 567 |
|
|
2023
Q1 | $5.73M | Sell |
82,886
-5,919
| -7% | -$385K | 0.02% | 541 |
|
|
2022
Q4 | $5.08M | Buy |
88,805
+9,463
| +12% | +$529K | 0.03% | 520 |
|
|
2022
Q3 | $3.85M | Buy |
79,342
+3,309
| +4% | +$190K | 0.02% | 591 |
|
|
2022
Q2 | $4.16M | Buy |
76,033
+9,863
| +15% | +$592K | 0.02% | 569 |
|
|
2022
Q1 | $4.23M | Buy |
66,170
+1,681
| +3% | +$122K | 0.02% | 580 |
|
|
2021
Q4 | $5.54M | Buy |
64,489
+10,141
| +19% | +$773K | 0.03% | 513 |
|
|
2021
Q3 | $3.32M | Buy |
54,348
+9,494
| +21% | +$663K | 0.02% | 605 |
|
|
2021
Q2 | $3.23M | Buy |
44,854
+2,182
| +5% | +$151K | 0.02% | 583 |
|
|
2021
Q1 | $2.88M | Sell |
42,672
-10,313
| -19% | -$627K | 0.02% | 488 |
|
|
2020
Q4 | $2.9M | Buy |
52,985
+9,317
| +21% | +$514K | 0.02% | 432 |
|
|
2020
Q3 | $2.3M | Buy |
43,668
+7,249
| +20% | +$362K | 0.02% | 389 |
|
|
2020
Q2 | $1.72M | Buy |
36,419
+8,438
| +30% | +$369K | 0.02% | 431 |
|
|
2020
Q1 | $1.06M | Buy |
27,981
+16,663
| +147% | +$710K | 0.01% | 468 |
|
|
2019
Q4 | $539K | Sell |
11,318
-950
| -8% | -$46.1K | 0.01% | 565 |
|
|
2019
Q3 | $585K | Buy |
12,268
+1,531
| +14% | +$70.8K | 0.01% | 471 |
|
|
2019
Q2 | $506K | Sell |
10,737
-16,886
| -61% | -$828K | 0.01% | 447 |
|
|
2019
Q1 | $1.47M | Buy |
27,623
+1,458
| +6% | +$72.5K | 0.02% | 308 |
|
|
2018
Q4 | $1.12M | Sell |
26,165
-34,630
| -57% | -$1.59M | 0.02% | 233 |
|
|
2018
Q3 | $3.25M | Sell |
60,795
-1,271
| -2% | -$74.6K | 0.05% | 144 |
|
|
2018
Q2 | $3.67M | Sell |
62,066
-748
| -1% | -$47.1K | 0.06% | 139 |
|
|
2018
Q1 | $3.99M | Buy |
+62,814
| New | +$4.05M | 0.07% | 136 |
|
Other funds holding AOS
VCM
VPM
Rockefeller Capital Management's AOS Position: Q1 2026 in Review
Rockefeller Capital Management reduced its A.O. Smith (AOS) stake by 77% in Q1 2026, selling an estimated $3.86M and leaving 15,753 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1596.
Rockefeller Capital Management first reported a position in AOS in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.91M in Q1 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.
- Rockefeller Capital Management held 15,753 shares of A.O. Smith worth $1.04M as of Q1 2026.
- Rockefeller Capital Management sold 53,579 A.O. Smith shares in Q1 2026, an estimated $3.86M.
- A.O. Smith made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #1596 holding.
- Rockefeller Capital Management first reported a position in A.O. Smith in Q1 2018 and has held it in 33 quarters since.
- Rockefeller Capital Management's A.O. Smith position peaked at $6.91M in Q1 2024.
- 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.
Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.