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

Schroder Investment Management Group’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	$2.23M	Sell	36,097 -106,916	-75%	-$6.48M	﹤0.01%	911
2026 Q1	$9.11M	Sell	143,013 -164,965	-54%	-$11.9M	0.01%	689
2025 Q4	$20.9M	Buy	307,978 +15,462	+5%	+$1.04M	0.02%	500
2025 Q3	$21.3M	Buy	292,516 +137,570	+89%	+$9.82M	0.02%	517
2025 Q2	$10.2M	Buy	154,946 +14,211	+10%	+$930K	0.01%	633
2025 Q1	$9.23M	Buy	140,735 +127,910	+997%	+$8.64M	0.01%	653
2024 Q4	$872K	Sell	12,825 -286,307	-96%	-$21.7M	﹤0.01%	1036
2024 Q3	$27.1M	Sell	299,132 -51,735	-15%	-$4.28M	0.03%	436
2024 Q2	$28.7M	Sell	350,867 -201,693	-37%	-$17.1M	0.03%	395
2024 Q1	$49.4M	Sell	552,560 -70,797	-11%	-$5.84M	0.06%	290
2023 Q4	$51.4M	Buy	623,357 +168,911	+37%	+$12.5M	0.07%	270
2023 Q3	$30.1M	Buy	454,446 +176,987	+64%	+$12.6M	0.04%	363
2023 Q2	$20.2M	Buy	277,459 +257,273	+1,275%	+$17.6M	0.03%	470
2023 Q1	$1.4M	Sell	20,186 -114,252	-85%	-$7.43M	﹤0.01%	1016
2022 Q4	$7.7M	Sell	134,438 -982	-0.7%	-$54.9K	0.01%	685
2022 Q3	$6.58M	Sell	135,420 -384	-0.3%	-$22.1K	0.01%	717
2022 Q2	$7.44M	Buy	135,804 +49,638	+58%	+$2.98M	0.01%	714
2022 Q1	$5.71M	Sell	86,166 -16,699	-16%	-$1.22M	0.01%	805
2021 Q4	$883K	Sell	102,865 -454,390	-82%	-$34.6M	﹤0.01%	1053
2021 Q3	$34M	Buy	557,255 +554,776	+22,379%	+$38.7M	0.05%	359
2021 Q2	$178K	Buy	2,479 +997	+67%	+$68.8K	﹤0.01%	1346
2021 Q1	$100K	Sell	1,482 -8,067	-84%	-$491K	﹤0.01%	1392
2020 Q4	$523K	Buy	9,549 +1,482	+18%	+$81.7K	﹤0.01%	1190
2020 Q3	$432K	Buy	+8,067	New	+$403K	﹤0.01%	1107
2020 Q1	–	Sell	-171,667	Closed	-$8.18M	–	1298
2019 Q4	$8.18M	Buy	+171,667	New	+$8.32M	0.01%	681
2016 Q4	–	Sell	-13,200	Closed	-$652K	–	1139
2016 Q3	$652K	Sell	13,200 -192,800	-94%	-$9.01M	﹤0.01%	953
2016 Q2	$9.07M	Buy	+206,000	New	+$8.32M	0.02%	630

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schroder Investment Management Group's AOS Position: Q2 2026 in Review

Schroder Investment Management Group reduced its A.O. Smith (AOS) stake by 75% in Q2 2026, selling an estimated $6.48M and leaving 36,097 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Schroder Investment Management Group first reported a position in AOS in Q2 2016 and has held it in 27 quarters since. The position peaked at $51.4M in Q4 2023. 611 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Schroder Investment Management Group held 36,097 shares of A.O. Smith worth $2.23M as of Q2 2026.
Schroder Investment Management Group sold 106,916 A.O. Smith shares in Q2 2026, an estimated $6.48M.
A.O. Smith made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #911 holding.
Schroder Investment Management Group first reported a position in A.O. Smith in Q2 2016 and has held it in 27 quarters since.
Schroder Investment Management Group's A.O. Smith position peaked at $51.4M in Q4 2023.
611 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.