Swiss Life Asset 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
Q2 | $446K | Sell |
7,115
-43
| -0.6% | -$2.61K | ﹤0.01% | 1029 |
|
|
2026
Q1 | $472K | Buy |
7,158
+952
| +15% | +$68.6K | ﹤0.01% | 889 |
|
|
2025
Q4 | $415K | Buy |
6,206
+1,030
| +20% | +$69.6K | ﹤0.01% | 869 |
|
|
2025
Q3 | $380K | Sell |
5,176
-5,124
| -50% | -$366K | ﹤0.01% | 807 |
|
|
2025
Q2 | $675K | Sell |
10,300
-4,107
| -29% | -$269K | ﹤0.01% | 647 |
|
|
2025
Q1 | $942K | Buy |
14,407
+4,190
| +41% | +$283K | 0.01% | 616 |
|
|
2024
Q4 | $696K | Buy |
+10,217
| New | +$774K | 0.01% | 635 |
|
|
2024
Q3 | – | Sell |
-3,470
| Closed | -$284K | – | 629 |
|
|
2024
Q2 | $284K | Sell |
3,470
-1,157
| -25% | -$97.9K | ﹤0.01% | 541 |
|
|
2024
Q1 | $414K | Sell |
4,627
-1,471
| -24% | -$121K | 0.01% | 461 |
|
|
2023
Q4 | $504K | Sell |
6,098
-20,938
| -77% | -$1.54M | 0.01% | 566 |
|
|
2023
Q3 | $1.79M | Buy |
+27,036
| New | +$1.92M | 0.03% | 500 |
|
|
2023
Q1 | – | Sell |
-55,620
| Closed | -$3.2M | – | 607 |
|
|
2022
Q4 | $3.2M | Buy |
55,620
+1,507
| +3% | +$84.2K | 0.05% | 362 |
|
|
2022
Q3 | $2.63M | Sell |
54,113
-2,942
| -5% | -$169K | 0.05% | 398 |
|
|
2022
Q2 | $3.13M | Sell |
57,055
-17,076
| -23% | -$1.02M | 0.05% | 372 |
|
|
2022
Q1 | $4.73M | Sell |
74,131
-14,163
| -16% | -$1.03M | 0.07% | 303 |
|
|
2021
Q4 | $7.58M | Buy |
88,294
+37,085
| +72% | +$2.83M | 0.1% | 243 |
|
|
2021
Q3 | $3.12M | Sell |
51,209
-13,439
| -21% | -$939K | 0.04% | 364 |
|
|
2021
Q2 | $5.16M | Sell |
64,648
-10,337
| -14% | -$713K | 0.05% | 317 |
|
|
2021
Q1 | $5.07M | Buy |
74,985
+16,779
| +29% | +$1.02M | 0.07% | 303 |
|
|
2020
Q4 | $3.19M | Buy |
58,206
+1,624
| +3% | +$89.5K | 0.05% | 374 |
|
|
2020
Q3 | $2.98M | Sell |
56,582
-29,401
| -34% | -$1.47M | 0.04% | 275 |
|
|
2020
Q2 | $4.05M | Buy |
85,983
+30,579
| +55% | +$1.34M | 0.07% | 205 |
|
|
2020
Q1 | $2.1M | Buy |
55,404
+6,859
| +14% | +$292K | 0.04% | 298 |
|
|
2019
Q4 | $2.32M | Sell |
48,545
-31,360
| -39% | -$1.52M | 0.04% | 330 |
|
|
2019
Q3 | $3.81M | Buy |
79,905
+29,087
| +57% | +$1.34M | 0.05% | 207 |
|
|
2019
Q2 | $2.39M | Buy |
50,818
+3,766
| +8% | +$185K | 0.03% | 293 |
|
|
2019
Q1 | $2.51M | Buy |
+47,052
| New | +$2.34M | 0.03% | 248 |
|
|
2018
Q3 | – | Sell |
-34,646
| Closed | -$2.05M | – | 535 |
|
|
2018
Q2 | $2.05M | Sell |
34,646
-5,116
| -13% | -$322K | 0.03% | 300 |
|
|
2018
Q1 | $2.53M | Buy |
39,762
+14,102
| +55% | +$910K | 0.04% | 260 |
|
|
2017
Q4 | $1.57M | Buy |
25,660
+703
| +3% | +$42.7K | 0.04% | 254 |
|
|
2017
Q3 | $1.48M | Buy |
24,957
+3,821
| +18% | +$214K | 0.04% | 244 |
|
|
2017
Q2 | $1.19M | Buy |
21,136
+1,911
| +10% | +$103K | 0.03% | 278 |
|
|
2017
Q1 | $985K | Buy |
19,225
+1,013
| +6% | +$50.3K | 0.03% | 279 |
|
|
2016
Q4 | $862K | Hold |
18,212
| – | – | 0.03% | 264 |
|
|
2016
Q3 | $897K | Buy |
+18,212
| New | +$851K | 0.03% | 246 |
|
Other funds holding AOS
MAM
Swiss Life Asset Management's AOS Position: Q2 2026 in Review
Swiss Life Asset Management reduced its A.O. Smith (AOS) stake by 0.6% in Q2 2026, selling an estimated $2.61K and leaving 7,115 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1029.
Swiss Life Asset Management first reported a position in AOS in Q3 2016 and has held it in 35 quarters since. The position peaked at $7.58M in Q4 2021. 451 funds tracked by Wall St. Rank hold AOS as of Q2 2026.
- Swiss Life Asset Management held 7,115 shares of A.O. Smith worth $446K as of Q2 2026.
- Swiss Life Asset Management sold 43 A.O. Smith shares in Q2 2026, an estimated $2.61K.
- A.O. Smith made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #1029 holding.
- Swiss Life Asset Management first reported a position in A.O. Smith in Q3 2016 and has held it in 35 quarters since.
- Swiss Life Asset Management's A.O. Smith position peaked at $7.58M in Q4 2021.
- 451 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.