Sarasin & Partners LLP

Position in AOS — Smith A O Corp

CIK 1510481 London, X0

Position in AOS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$70,420,071

-$8,768,395 QoQ

Shares Held

1,122,769

-6.5% QoQ

Ownership

0.826%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#28

of 610 holders

Holding Since

Sep 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Sarasin & Partners LLP holds $335,413,305 across 5 Specialty Industrial Machinery names. AOS ranks #2 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EMR	Emerson Electric Co	1,670,751	$239,168,005
2	AOS	Smith A O Corp This page	1,122,769	$70,420,071
3	AME	Ametek Inc/	92,782	$22,447,677
4	OTIS	Otis Worldwide Corp	29,891	$2,140,195
5	GGG	Graco Inc	16,365	$1,237,357

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,420,071	1,122,769	-6.5%	Shares	Defined	2026-07-07
2026-03-31	$79,188,466	1,200,917	-9.4%	Shares	Defined	2026-04-13
2025-12-31	$88,631,114	1,325,226	-5.4%	Shares	Defined	2026-01-08
2025-09-30	$102,819,000	1,400,613	+17.8%	Shares	Defined	2025-10-10
2025-06-30	$77,967,516	1,189,073	+4.8%	Shares	Defined	2025-07-09
2025-03-31	$74,180,462	1,134,952	+29.4%	Shares	Defined	2025-04-15
2024-09-30	$78,766,267	876,837	—	Shares	Sole	2024-10-09
No filing history on record for this holder in this stock.