Aquatic Capital Management’s A.O. Smith AOS Stock Holding History

Aquatic Capital Management’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	$487K	Buy	+7,391	New	+$533K	0.01%	765
2025 Q4	–	Sell	-22,468	Closed	-$1.65M	–	1386
2025 Q3	$1.65M	Sell	22,468 -4,466	-17%	-$319K	0.03%	528
2025 Q2	$1.77M	Buy	+26,934	New	+$1.76M	0.04%	502
2025 Q1	–	Sell	-17,380	Closed	-$1.19M	–	1247
2024 Q4	$1.19M	Sell	17,380 -2,926	-14%	-$222K	0.03%	499
2024 Q3	$1.82M	Buy	+20,306	New	+$1.68M	0.05%	380
2024 Q2	–	Sell	-3,500	Closed	-$313K	–	1203
2024 Q1	$313K	Buy	+3,500	New	+$289K	0.01%	661
2023 Q4	–	Sell	-3,200	Closed	-$212K	–	1306
2023 Q3	$212K	Buy	3,200 +800	+33%	+$56.8K	0.01%	660
2023 Q2	$175K	Buy	+2,400	New	+$164K	0.01%	705
2022 Q3	–	Sell	-3,900	Closed	-$213K	–	1152
2022 Q2	$213K	Buy	+3,900	New	+$234K	0.07%	318
2022 Q1	–	Sell	-100	Closed	-$9K	–	1066
2021 Q4	$9K	Buy	+100	New	+$7.62K	0.02%	817

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aquatic Capital Management's AOS Position: Q1 2026 in Review

Aquatic Capital Management opened a new position in A.O. Smith (AOS) in Q1 2026: 7,391 shares worth $487K. The stake represents 0.01% of the portfolio and ranks #765 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in AOS as recently as Q3 2025.

Aquatic Capital Management first reported a position in AOS in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.82M in Q3 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Aquatic Capital Management held 7,391 shares of A.O. Smith worth $487K as of Q1 2026.
A.O. Smith was a new Aquatic Capital Management position in Q1 2026.
A.O. Smith made up 0.01% of Aquatic Capital Management's portfolio in Q1 2026, its #765 holding.
Aquatic Capital Management first reported a position in A.O. Smith in Q4 2021 and has held it in 10 quarters since.
Aquatic Capital Management's A.O. Smith position peaked at $1.82M in Q3 2024.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.