Adage Capital Partners
AOS icon

Adage Capital Partners’s A.O. Smith AOS Stock Holding History

Adage Capital Partners’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
2025
Q4 		– Sell
-48,992
Closed -$3.6M – 918
2025
Q3 		$3.6M Buy
+48,992
New +$3.5M 0.01% 766
2024
Q2 		– Sell
-35,492
Closed -$3.18M – 868
2024
Q1 		$3.18M Sell
35,492
-83,800
-70% -$6.91M 0.01% 743
2023
Q4 		$9.83M Sell
119,292
-4,600
-4% -$339K 0.02% 594
2023
Q3 		$8.19M Sell
123,892
-200
-0.2% -$14.2K 0.02% 604
2023
Q2 		$9.03M Buy
124,092
+97,100
+360% +$6.65M 0.02% 591
2023
Q1 		$1.87M Sell
26,992
-102,000
-79% -$6.63M ﹤0.01% 770
2022
Q4 		$7.38M Sell
128,992
-1,900
-1% -$106K 0.02% 704
2022
Q3 		$6.36M Sell
130,892
-4,500
-3% -$258K 0.02% 746
2022
Q2 		$7.4M Buy
135,392
+81,200
+150% +$4.87M 0.02% 746
2022
Q1 		$3.46M Sell
54,192
-87,700
-62% -$6.38M 0.01% 859
2021
Q4 		$12.2M Sell
141,892
-393,177
-73% -$30M 0.02% 641
2021
Q3 		$32.7M Buy
+535,069
New +$37.4M 0.06% 307
2020
Q4 		– Sell
-109,968
Closed -$5.81M – 806
2020
Q3 		$5.81M Buy
+109,968
New +$5.49M 0.01% 610
2020
Q1 		– Sell
-160,232
Closed -$7.63M – 728
2019
Q4 		$7.63M Sell
160,232
-86,001
-35% -$4.17M 0.02% 573
2019
Q3 		$11.7M Buy
246,233
+74,513
+43% +$3.45M 0.03% 490
2019
Q2 		$8.1M Buy
+171,720
New +$8.42M 0.02% 555
2018
Q2 		– Sell
-194,320
Closed -$12.4M – 733
2018
Q1 		$12.4M Sell
194,320
-21,156
-10% -$1.36M 0.03% 510
2017
Q4 		$13.2M Sell
215,476
-194,000
-47% -$11.8M 0.03% 526
2017
Q3 		$24.3M Buy
+409,476
New +$23M 0.06% 370

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

Adage Capital Partners's AOS Position: Q4 2025 in Review

Adage Capital Partners sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 48,992 shares — an estimated $3.6M sold.

Adage Capital Partners first reported a position in AOS in Q3 2017 and held it in 19 quarters. The position peaked at $32.7M in Q3 2021. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • Adage Capital Partners reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • Adage Capital Partners sold 48,992 A.O. Smith shares in Q4 2025, an estimated $3.6M.
  • Adage Capital Partners first reported a position in A.O. Smith in Q3 2017 and held it in 19 quarters.
  • Adage Capital Partners's A.O. Smith position peaked at $32.7M in Q3 2021.
  • 643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Adage Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.