UBS Group’s A.O. Smith AOS Stock Holding History

UBS 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
2025 Q3	–	Sell	-505,000	Closed	-$33.1M	–	10311
2025 Q2	$33.1M	Buy	505,000 +395,000	+359%	+$25.8M	0.01%	1883
2025 Q1	$7.19M	Buy	+110,000	New	+$7.43M	﹤0.01%	3405
2019 Q2	–	Sell	-33,600	Closed	-$1.79M	–	7836
2019 Q1	$1.79M	Buy	+33,600	New	+$1.67M	﹤0.01%	3079
2018 Q3	–	Sell	-113,800	Closed	-$6.73M	–	7951
2018 Q2	$6.73M	Buy	+113,800	New	+$7.17M	﹤0.01%	2086

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group's AOS Position: Q1 2026 in Review

UBS Group reduced its A.O. Smith (AOS) stake by 44% in Q1 2026, selling an estimated $52.5M and leaving 921,583 shares worth $60.8M. The position accounts for 0.01% of the portfolio, ranked #1447.

UBS Group first reported a position in AOS in Q4 2014 and has held it in 46 quarters since. The position peaked at $110M in Q4 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

UBS Group held 921,583 shares of A.O. Smith worth $60.8M as of Q1 2026.
UBS Group sold 728,402 A.O. Smith shares in Q1 2026, an estimated $52.5M.
A.O. Smith made up 0.01% of UBS Group's portfolio in Q1 2026, its #1447 holding.
UBS Group first reported a position in A.O. Smith in Q4 2014 and has held it in 46 quarters since.
UBS Group's A.O. Smith position peaked at $110M in Q4 2025.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.