Universal-Beteiligungs- und Servicegesellschaft’s A.O. Smith AOS Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$3.57M	Sell	56,976 -82,376	-59%	-$4.99M	0.01%	1063
2026 Q1	$9.19M	Sell	139,352 -20,670	-13%	-$1.49M	0.02%	634
2025 Q4	$10.8M	Buy	160,022 +5,568	+4%	+$376K	0.02%	592
2025 Q3	$11.3M	Buy	154,454 +37,741	+32%	+$2.69M	0.02%	563
2025 Q2	$7.65M	Sell	116,713 -1,803	-2%	-$118K	0.01%	663
2025 Q1	$7.75M	Sell	118,516 -30,234	-20%	-$2.04M	0.02%	646
2024 Q4	$10.1M	Buy	+148,750	New	+$11.3M	0.02%	541

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's AOS Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its A.O. Smith (AOS) stake by 59% in Q2 2026, selling an estimated $4.99M and leaving 56,976 shares worth $3.57M. The position accounts for 0.01% of the portfolio, ranked #1063.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in AOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.3M in Q3 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 56,976 shares of A.O. Smith worth $3.57M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 82,376 A.O. Smith shares in Q2 2026, an estimated $4.99M.
A.O. Smith made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1063 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in A.O. Smith in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's A.O. Smith position peaked at $11.3M in Q3 2025.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.