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

USS Investment Management’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 Q1	–	Sell	-40,423	Closed	-$2.7M	–	514
2025 Q4	$2.7M	Hold	40,423	–	–	0.01%	461
2025 Q3	$2.97M	Buy	40,423 +13,757	+52%	+$982K	0.01%	455
2025 Q2	$1.75M	Hold	26,666	–	–	0.01%	494
2025 Q1	$1.74M	Buy	+26,666	New	+$1.8M	0.01%	497
2024 Q3	–	Sell	-12,762	Closed	-$1.04M	–	537
2024 Q2	$1.04M	Hold	12,762	–	–	0.01%	538
2024 Q1	$1.14M	Sell	12,762 -12,171	-49%	-$1M	0.01%	526
2023 Q4	$2.06M	Hold	24,933	–	–	0.02%	496
2023 Q3	$1.65M	Buy	24,933 +2,241	+10%	+$159K	0.02%	515
2023 Q2	$1.65M	Hold	22,692	–	–	0.02%	524
2023 Q1	$1.57M	Sell	22,692 -11,044	-33%	-$718K	0.02%	515
2022 Q4	$1.93M	Hold	33,736	–	–	0.03%	499
2022 Q3	$1.64M	Sell	33,736 -7,708	-19%	-$443K	0.02%	515
2022 Q2	$2.27M	Sell	41,444 -2,265	-5%	-$136K	0.02%	532
2022 Q1	$2.79M	Buy	43,709 +13,729	+46%	+$999K	0.02%	535
2021 Q4	$2.58M	Hold	29,980	–	–	0.02%	587
2021 Q3	$1.83M	Buy	29,980 +26,391	+735%	+$1.84M	0.02%	642
2021 Q2	$259K	Hold	3,589	–	–	﹤0.01%	616
2021 Q1	$243K	Buy	+3,589	New	+$218K	﹤0.01%	604

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

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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

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

USS Investment Management's AOS Position: Q1 2026 in Review

USS Investment Management sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 40,423 shares — an estimated $2.7M sold.

USS Investment Management first reported a position in AOS in Q1 2021 and held it in 18 quarters. The position peaked at $2.97M in Q3 2025. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

USS Investment Management reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
USS Investment Management sold 40,423 A.O. Smith shares in Q1 2026, an estimated $2.7M.
USS Investment Management first reported a position in A.O. Smith in Q1 2021 and held it in 18 quarters.
USS Investment Management's A.O. Smith position peaked at $2.97M in Q3 2025.
636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on USS Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.