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Fund moves

A. O. Smith (AOS)Sarasin & Partners LLP reduced its stake -78K shares

Sarasin & Partners LLP reduced its stake in A. O. Smith, per its Q2 2026 13F.

1.12M
Shares reported · -78K vs prior quarter
0.82%
Disclosed portfolio weight
$70.4M
Reported value
Holdings as of
Jun 30, 2026
Filed
Jul 7, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Sep 23, 2025Congress · 1 personMembers of Congress: 1 purchase, 1 sale
  2. May 19, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On May 19, 2026, A. O. Smith Corporation (the “Company") disclosed that it has selected Carrie Anderson as its Executive Vice President and Chief Financial Officer effective July 1, 2026.”
  3. Jun 22, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 22, 2026, A. O. Smith Corporation (“the Company”) issued a news release announcing that, effective July 1, 2026, Kevin J. Wheeler will retire as Executive Chairman of the Company.”

What came next

  1. Jul 30, 2026Company filing · Form 8-K · ResultsReported its results
  2. Aug 6, 20265% stakeFMR LLC reported a passive stake (13G) of 9.3%
  3. Aug 7, 20265% stakeFMR LLC reported a passive stake (13G) of 10.7%
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for A. O. Smith

For A. O. Smith, OQRO holds 2 Congress trade reports and 10 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its AOS page.

How this filing works

Other disclosures at A. O. Smith

Everything OQRO holds on this company is on its AOS page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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OQRO describes public disclosures and context calculated from them. It does not give personalized advice and does not recommend any transaction. How OQRO treats data