MORGAN STANLEY

Position in AOS — Smith A O Corp

CIK 895421 NEW YORK, NY

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Position in AOS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$170,445,731

-$65,626,516 QoQ

Shares Held

2,717,566

-24.1% QoQ

Ownership

2.00%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#10

of 610 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 0% None 20%

Common Shares in AOS Over Time

Shares Held

Position Value (USD)

Position in Specialty Industrial Machinery

Industrials · as of Jun 30, 2026

MORGAN STANLEY holds $29,502,958,971 across 70 Specialty Industrial Machinery names. AOS ranks #21 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GEV	GE Vernova Inc.	5,715,959	$6,715,451,582
2	ETN	Eaton Corp plc	13,250,139	$5,646,149,221
3	PH	Parker-Hannifin Corp	2,581,520	$2,525,036,334
4	CMI	Cummins Inc	3,107,922	$2,216,601,041
5	EMR	Emerson Electric Co	12,010,701	$1,719,331,838
6	ROK	Rockwell Automation, Inc	3,040,314	$1,505,198,646
7	ITW	Illinois Tool Works Inc	4,899,971	$1,325,295,149
8	AME	Ametek Inc/	3,745,827	$906,265,375

All Filings in AOS

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$170,445,731	2,717,566	-24.1%	Shares	Defined	2026-08-13
2026-03-31	$236,072,247	3,580,107	+23.1%	Shares	Defined	2026-05-15
2025-12-31	$194,580,330	2,909,395	+3.6%	Shares	Defined	2026-05-27
2025-09-30	$206,131,015	2,807,942	-3.4%	Shares	Defined	2026-05-27
2025-06-30	$190,652,833	2,907,623	+34.9%	Shares	Defined	2025-08-15
2025-03-31	$140,906,741	2,155,856	-1.2%	Shares	Defined	2025-05-15
2024-12-31	$148,797,720	2,181,465	+16.2%	Shares	Defined	2025-05-15
2024-09-30	$168,703,521	1,878,031	+6.4%	Shares	Defined	2025-05-14
2024-06-30	$144,321,003	1,764,747	-1.8%	Shares	Defined	2025-05-14
2024-03-31	$160,746,912	1,796,858	-10.7%	Shares	Defined	2024-10-17
2023-12-31	$165,805,383	2,011,225	+26.8%	Shares	Defined	2024-08-16
2023-09-30	$104,900,096	1,586,271	+7.3%	Shares	Defined	2023-11-15
2023-06-30	$107,554,568	1,477,804	-5.1%	Shares	Defined	2023-08-14
2023-03-31	$107,707,413	1,557,591	-10.1%	Shares	Defined	2023-05-15
2022-12-31	$99,149,520	1,732,172	+19.9%	Shares	Defined	2023-02-14
2022-09-30	$70,174,486	1,444,514	+14.2%	Shares	Defined	2022-11-14
2022-06-30	$69,137,987	1,264,411	+66.9%	Shares	Defined	2022-10-27
2022-03-31	$48,403,190	757,602	+44.7%	Shares	Defined	2022-10-27
2021-12-31	$44,947,106	523,554	-37.5%	Shares	Defined	2022-02-14
2021-09-30	$51,131,221	837,256	-20.1%	Shares	Defined	2021-11-15
2021-06-30	$75,495,241	1,047,672	+53.3%	Shares	Defined	2021-08-23
2021-03-31	$46,197,166	683,289	-31.8%	Shares	Defined	2021-05-17
2020-12-31	$54,907,488	1,001,596	+200.6%	Shares	Defined	2021-02-16
2020-09-30	$17,593,644	333,213	-74.8%	Shares	Defined	2020-11-13
2020-06-30	$62,244,575	1,320,980	-47.8%	Shares	Defined	2020-08-14
2020-03-31	$95,755,258	2,532,538	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.