Citadel Advisors’s A.O. Smith AOS Stock Holding History

Citadel Advisors’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	$2M	Buy	30,300 +14,900	+97%	+$1.07M	﹤0.01%	6067
2025 Q4	$1.03M	Sell	15,400 -31,700	-67%	-$2.14M	﹤0.01%	7332
2025 Q3	$3.46M	Buy	47,100 +8,200	+21%	+$585K	﹤0.01%	5041
2025 Q2	$2.55M	Buy	38,900 +16,800	+76%	+$1.1M	﹤0.01%	5263
2025 Q1	$1.44M	Sell	22,100 -30,900	-58%	-$2.09M	﹤0.01%	6165
2024 Q4	$3.62M	Sell	53,000 -13,900	-21%	-$1.05M	﹤0.01%	4513
2024 Q3	$6.01M	Sell	66,900 -56,700	-46%	-$4.69M	﹤0.01%	3656
2024 Q2	$10.1M	Buy	123,600 +28,300	+30%	+$2.39M	﹤0.01%	2756
2024 Q1	$8.53M	Sell	95,300 -5,100	-5%	-$421K	﹤0.01%	3141
2023 Q4	$8.28M	Buy	100,400 +33,300	+50%	+$2.46M	﹤0.01%	3100
2023 Q3	$4.44M	Buy	67,100 +9,400	+16%	+$667K	﹤0.01%	3855
2023 Q2	$4.2M	Buy	57,700 +21,800	+61%	+$1.49M	﹤0.01%	3922
2023 Q1	$2.48M	Sell	35,900 -2,000	-5%	-$130K	﹤0.01%	4973
2022 Q4	$2.17M	Sell	37,900 -100	-0.3%	-$5.59K	﹤0.01%	5317
2022 Q3	$1.85M	Buy	38,000 +8,900	+31%	+$511K	﹤0.01%	5745
2022 Q2	$1.59M	Sell	29,100 -10,100	-26%	-$606K	﹤0.01%	6019
2022 Q1	$2.5M	Buy	39,200 +13,600	+53%	+$990K	﹤0.01%	5593
2021 Q4	$2.2M	Buy	25,600 +15,900	+164%	+$1.21M	﹤0.01%	6018
2021 Q3	$592K	Sell	9,700 -13,300	-58%	-$929K	﹤0.01%	9452
2021 Q2	$1.66M	Buy	23,000 +11,500	+100%	+$793K	﹤0.01%	7070
2021 Q1	$778K	Sell	11,500 -7,200	-39%	-$438K	﹤0.01%	8705
2020 Q4	$1.02M	Sell	18,700 -16,400	-47%	-$904K	﹤0.01%	6749
2020 Q3	$1.85M	Sell	35,100 -34,200	-49%	-$1.71M	﹤0.01%	4853
2020 Q2	$3.27M	Buy	69,300 +8,600	+14%	+$376K	﹤0.01%	3717
2020 Q1	$2.29M	Buy	60,700 +35,200	+138%	+$1.5M	﹤0.01%	3919
2019 Q4	$1.22M	Buy	25,500 +2,300	+10%	+$112K	﹤0.01%	5251
2019 Q3	$1.11M	Buy	23,200 +2,600	+13%	+$120K	﹤0.01%	5422
2019 Q2	$971K	Buy	20,600 +5,300	+35%	+$260K	﹤0.01%	5745
2019 Q1	$816K	Sell	15,300 -1,500	-9%	-$74.6K	﹤0.01%	5959
2018 Q4	$717K	Buy	16,800 +300	+2%	+$13.8K	﹤0.01%	5828
2018 Q3	$881K	Sell	16,500 -1,700	-9%	-$99.8K	﹤0.01%	5772
2018 Q2	$1.08M	Buy	18,200 +9,900	+119%	+$624K	﹤0.01%	5090
2018 Q1	$528K	Sell	8,300 -5,900	-42%	-$381K	﹤0.01%	5787
2017 Q4	$870K	Sell	14,200 -4,200	-23%	-$255K	﹤0.01%	4850
2017 Q3	$1.09M	Buy	18,400 +900	+5%	+$50.5K	﹤0.01%	4186
2017 Q2	$986K	Sell	17,500 -11,000	-39%	-$594K	﹤0.01%	4095
2017 Q1	$1.46M	Sell	28,500 -73,600	-72%	-$3.65M	﹤0.01%	3460
2016 Q4	$4.83M	Buy	102,100 +30,100	+42%	+$1.45M	﹤0.01%	2040
2016 Q3	$3.56M	Buy	72,000 +38,400	+114%	+$1.79M	﹤0.01%	2323
2016 Q2	$1.48M	Sell	33,600 -16,400	-33%	-$662K	﹤0.01%	3068
2016 Q1	$1.91M	Buy	50,000 +8,000	+19%	+$280K	﹤0.01%	2690
2015 Q4	$1.61M	Buy	42,000 +10,200	+32%	+$385K	﹤0.01%	2990
2015 Q3	$1.04M	Buy	31,800 +18,000	+130%	+$615K	﹤0.01%	3767
2015 Q2	$497K	Sell	13,800 -200	-1%	-$6.89K	﹤0.01%	4987
2015 Q1	$460K	Buy	14,000 +9,400	+204%	+$286K	﹤0.01%	5024
2014 Q4	$130K	Buy	+4,600	New	+$120K	﹤0.01%	6409
2014 Q3	–	Sell	-3,200	Closed	-$79K	–	8078
2014 Q2	$79K	Buy	+3,200	New	+$76.8K	﹤0.01%	6408

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

Citadel Advisors's AOS Position: Q1 2026 in Review

Citadel Advisors increased its A.O. Smith (AOS) stake by 276% in Q1 2026, buying an estimated $5.02M and bringing the position to 94,955 shares worth $6.26M. The position accounts for ﹤0.01% of the portfolio, ranked #3983.

Citadel Advisors first reported a position in AOS in Q2 2013 and has held it in 47 quarters since. The position peaked at $98.6M in Q1 2018. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Citadel Advisors held 94,955 shares of A.O. Smith worth $6.26M as of Q1 2026.
Citadel Advisors bought 69,693 A.O. Smith shares in Q1 2026, an estimated $5.02M.
A.O. Smith made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #3983 holding.
Citadel Advisors first reported a position in A.O. Smith in Q2 2013 and has held it in 47 quarters since.
Citadel Advisors's A.O. Smith position peaked at $98.6M in Q1 2018.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.