Sarasin & Partners’s A.O. Smith AOS Stock Holding History

Sarasin & Partners’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	$70.4M	Sell	1,122,769 -78,148	-7%	-$4.74M	0.82%	34
2026 Q1	$79.2M	Sell	1,200,917 -124,309	-9%	-$8.96M	0.97%	32
2025 Q4	$88.6M	Sell	1,325,226 -75,387	-5%	-$5.09M	0.92%	34
2025 Q3	$102M	Buy	1,400,613 +211,540	+18%	+$15.1M	1%	32
2025 Q2	$78M	Buy	1,189,073 +54,121	+5%	+$3.54M	0.78%	35
2025 Q1	$74.2M	Buy	+1,134,952	New	+$76.7M	0.8%	34
2024 Q4	–	Sell	-876,837	Closed	-$78.8M	–	65
2024 Q3	$78.8M	Buy	+876,837	New	+$72.6M	0.74%	34
2016 Q3	–	Sell	-29,200	Closed	-$1.29M	–	131
2016 Q2	$1.29M	Hold	29,200	–	–	0.02%	115
2016 Q1	$1.11M	Buy	29,200 +6,400	+28%	+$224K	0.02%	112
2015 Q4	$873K	Hold	22,800	–	–	0.01%	119
2015 Q3	$743K	Sell	22,800 -22,800	-50%	-$779K	0.01%	119
2015 Q2	$1.64M	Buy	+45,600	New	+$1.57M	0.03%	112

Other funds holding AOS

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

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

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

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

Sarasin & Partners's AOS Position: Q2 2026 in Review

Sarasin & Partners reduced its A.O. Smith (AOS) stake by 6.5% in Q2 2026, selling an estimated $4.74M and leaving 1,122,769 shares worth $70.4M. The position accounts for 0.82% of the portfolio, ranked #34.

Sarasin & Partners first reported a position in AOS in Q2 2015 and has held it in 12 quarters since. The position peaked at $102M in Q3 2025. 203 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Sarasin & Partners held 1,122,769 shares of A.O. Smith worth $70.4M as of Q2 2026.
Sarasin & Partners sold 78,148 A.O. Smith shares in Q2 2026, an estimated $4.74M.
A.O. Smith made up 0.82% of Sarasin & Partners's portfolio in Q2 2026, its #34 holding.
Sarasin & Partners first reported a position in A.O. Smith in Q2 2015 and has held it in 12 quarters since.
Sarasin & Partners's A.O. Smith position peaked at $102M in Q3 2025.
203 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Sarasin & Partners's 13F filing for Q2 2026, filed 7 Jul 2026.