A
AOS icon

AlphaQuest’s A.O. Smith AOS Stock Holding History

AlphaQuest’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
2026
Q1 		– Sell
-33,472
Closed -$2.24M – 134
2025
Q4 		$2.24M Sell
33,472
-15,573
-32% -$1.05M 0.13% 166
2025
Q3 		$3.6M Buy
49,045
+10,462
+27% +$747K 0.24% 70
2025
Q2 		$2.53M Buy
38,583
+35,417
+1,119% +$2.32M 0.25% 41
2025
Q1 		$207K Sell
3,166
-15,896
-83% -$1.07M 0.02% 975
2024
Q4 		$1.3M Buy
19,062
+16,083
+540% +$1.22M 0.17% 152
2024
Q3 		$268K Buy
+2,979
New +$247K 0.02% 946
2024
Q2 		– Sell
-564
Closed -$50.5K – 1570
2024
Q1 		$50.5K Sell
564
-11,148
-95% -$919K 0.01% 933
2023
Q4 		$966K Buy
+11,712
New +$864K 0.21% 152

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AlphaQuest's AOS Position: Q1 2026 in Review

AlphaQuest sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 33,472 shares — an estimated $2.24M sold.

AlphaQuest first reported a position in AOS in Q4 2023 and held it in 8 quarters. The position peaked at $3.6M in Q3 2025. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • AlphaQuest reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 33,472 A.O. Smith shares in Q1 2026, an estimated $2.24M.
  • AlphaQuest first reported a position in A.O. Smith in Q4 2023 and held it in 8 quarters.
  • AlphaQuest's A.O. Smith position peaked at $3.6M in Q3 2025.
  • 636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.