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 Q2	$1.77M	Buy	28,215 +20,824	+282%	+$1.26M	0.06%	403
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 $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aquatic Capital Management's AOS Position: Q2 2026 in Review

Aquatic Capital Management increased its A.O. Smith (AOS) stake by 282% in Q2 2026, buying an estimated $1.26M and bringing the position to 28,215 shares worth $1.77M. The position accounts for 0.06% of the portfolio, ranked #403.

Aquatic Capital Management first reported a position in AOS in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.82M in Q3 2024. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Aquatic Capital Management held 28,215 shares of A.O. Smith worth $1.77M as of Q2 2026.
Aquatic Capital Management bought 20,824 A.O. Smith shares in Q2 2026, an estimated $1.26M.
A.O. Smith made up 0.06% of Aquatic Capital Management's portfolio in Q2 2026, its #403 holding.
Aquatic Capital Management first reported a position in A.O. Smith in Q4 2021 and has held it in 11 quarters since.
Aquatic Capital Management's A.O. Smith position peaked at $1.82M in Q3 2024.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.