Formuepleje A/S’s A.O. Smith AOS Stock Holding History

Formuepleje A/S’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	–	Sell	-31,145	Closed	-$2.05M	–	98
2026 Q1	$2.05M	Sell	31,145 -538,760	-95%	-$38.8M	0.19%	58
2025 Q4	$38.1M	Buy	569,905 +28,731	+5%	+$1.94M	2.28%	13
2025 Q3	$39.7M	Buy	541,174 +514,948	+1,964%	+$36.8M	2.24%	16
2025 Q2	$1.71M	Hold	26,226	–	–	0.1%	55
2025 Q1	$1.71M	Buy	+26,226	New	+$1.77M	0.1%	55
2020 Q1	–	Sell	-20,500	Closed	-$977K	–	77
2019 Q4	$977K	Buy	20,500 +4,812	+31%	+$233K	0.06%	57
2019 Q3	$748K	Hold	15,688	–	–	0.06%	56
2019 Q2	$740K	Buy	15,688 +4,158	+36%	+$204K	0.06%	47
2019 Q1	$615K	Buy	11,530 +1,350	+13%	+$67.1K	0.05%	57
2018 Q4	$435K	Buy	+10,180	New	+$468K	0.05%	55

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

Formuepleje A/S's AOS Position: Q2 2026 in Review

Formuepleje A/S sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 31,145 shares — an estimated $2.05M sold.

Formuepleje A/S first reported a position in AOS in Q4 2018 and held it in 10 quarters. The position peaked at $39.7M in Q3 2025. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Formuepleje A/S reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
Formuepleje A/S sold 31,145 A.O. Smith shares in Q2 2026, an estimated $2.05M.
Formuepleje A/S first reported a position in A.O. Smith in Q4 2018 and held it in 10 quarters.
Formuepleje A/S's A.O. Smith position peaked at $39.7M in Q3 2025.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Formuepleje A/S's 13F filing for Q2 2026, filed 27 Aug 2026.