AOS AO Smith Corp

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  24 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported AO Smith Corp (AOS) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.56% in 2024 Q1. The latest visible filing shows AOS at 0.41% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AOS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in AO Smith Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

AOS was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held AOS — position size vs. price
% of Fund (quarterly)    AOS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 230,192 +3,951 +1.7% 0.41% $15.2M 2026-04-13 $67.18
2025 Q4 REDUCED 226,241 -10,220 -4.3% 0.39% $15.1M 2026-01-07 $66.79
2025 Q3 ADDED 236,461 +2,259 +1.0% 0.44% $17.4M 2025-10-22 $67.50
2025 Q2 ADDED 234,202 +6,836 +3.0% 0.41% $15.4M 2025-07-09 $68.45
2025 Q1 ADDED 227,366 +14,114 +6.6% 0.43% $14.9M 2025-04-01 $64.29
2024 Q4 ADDED 213,252 +1,891 +0.9% 0.41% $14.5M 2025-01-16 $69.62
2024 Q3 ADDED 211,361 +8,905 +4.4% 0.54% $19.0M 2024-10-02 $85.45
2024 Q2 ADDED 202,456 +1,175 +0.6% 0.50% $16.6M 2024-07-02 $78.22
2024 Q1 ADDED 201,281 +6,408 +3.3% 0.56% $18.0M 2024-04-09 $83.30
2023 Q4 REDUCED 194,873 -639 -0.3% 0.54% $16.1M 2024-01-03 $75.52
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and AOS

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning AOS?

MassMutual Private Wealth & Trust, FSB reported AOS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported AOS position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for AOS was 0.56% in 2024 Q1.

What is the latest reported AOS position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 230,192 shares, equal to 0.41% of portfolio, with an estimated market value of $15.2M.

What does the chart on this AOS ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly AOS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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