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	$13.8M	Buy	208,900 +19,400	+10%	+$1.4M	﹤0.01%	2794
2025 Q4	$12.7M	Buy	189,500 +159,100	+523%	+$10.8M	﹤0.01%	2930
2025 Q3	$2.23M	Sell	30,400 -87,100	-74%	-$6.22M	﹤0.01%	5857
2025 Q2	$7.7M	Buy	117,500 +71,500	+155%	+$4.68M	﹤0.01%	3413
2025 Q1	$3.01M	Sell	46,000 -31,900	-41%	-$2.16M	﹤0.01%	4763
2024 Q4	$5.31M	Buy	77,900 +26,000	+50%	+$1.97M	﹤0.01%	3869
2024 Q3	$4.66M	Buy	51,900 +28,200	+119%	+$2.33M	﹤0.01%	4045
2024 Q2	$1.94M	Sell	23,700 -34,200	-59%	-$2.89M	﹤0.01%	5380
2024 Q1	$5.18M	Sell	57,900 -28,900	-33%	-$2.38M	﹤0.01%	3900
2023 Q4	$7.16M	Buy	86,800 +25,100	+41%	+$1.85M	﹤0.01%	3292
2023 Q3	$4.08M	Buy	61,700 +15,300	+33%	+$1.09M	﹤0.01%	3981
2023 Q2	$3.38M	Buy	46,400 +9,900	+27%	+$678K	﹤0.01%	4261
2023 Q1	$2.52M	Buy	36,500 +6,700	+22%	+$435K	﹤0.01%	4940
2022 Q4	$1.71M	Buy	29,800 +1,600	+6%	+$89.4K	﹤0.01%	5772
2022 Q3	$1.37M	Sell	28,200 -6,800	-19%	-$391K	﹤0.01%	6332
2022 Q2	$1.91M	Buy	35,000 +14,000	+67%	+$840K	﹤0.01%	5629
2022 Q1	$1.34M	Buy	21,000 +8,200	+64%	+$597K	﹤0.01%	7004
2021 Q4	$1.1M	Buy	12,800 +9,200	+256%	+$701K	﹤0.01%	7716
2021 Q3	$220K	Sell	3,600 -10,900	-75%	-$761K	﹤0.01%	11779
2021 Q2	$1.04M	Sell	14,500 -6,000	-29%	-$414K	﹤0.01%	8253
2021 Q1	$1.39M	Buy	20,500 +2,400	+13%	+$146K	﹤0.01%	7309
2020 Q4	$992K	Sell	18,100 -17,200	-49%	-$948K	﹤0.01%	6808
2020 Q3	$1.86M	Buy	35,300 +25,100	+246%	+$1.25M	﹤0.01%	4842
2020 Q2	$481K	Sell	10,200 -14,700	-59%	-$642K	﹤0.01%	7148
2020 Q1	$941K	Buy	24,900 +15,600	+168%	+$665K	﹤0.01%	5447
2019 Q4	$443K	Sell	9,300 -700	-7%	-$33.9K	﹤0.01%	6999
2019 Q3	$477K	Sell	10,000 -7,900	-44%	-$365K	﹤0.01%	6835
2019 Q2	$844K	Buy	17,900 +1,200	+7%	+$58.8K	﹤0.01%	5973
2019 Q1	$890K	Sell	16,700 -5,000	-23%	-$249K	﹤0.01%	5793
2018 Q4	$927K	Buy	21,700 +5,300	+32%	+$244K	﹤0.01%	5429
2018 Q3	$875K	Buy	16,400 +4,500	+38%	+$264K	﹤0.01%	5785
2018 Q2	$704K	Sell	11,900 -6,000	-34%	-$378K	﹤0.01%	5815
2018 Q1	$1.14M	Sell	17,900 -1,100	-6%	-$71K	﹤0.01%	4625
2017 Q4	$1.16M	Buy	19,000 +13,600	+252%	+$825K	﹤0.01%	4443
2017 Q3	$321K	Sell	5,400 -7,300	-57%	-$409K	﹤0.01%	5966
2017 Q2	$715K	Sell	12,700 -18,100	-59%	-$977K	﹤0.01%	4602
2017 Q1	$1.58M	Sell	30,800 -80,700	-72%	-$4M	﹤0.01%	3368
2016 Q4	$5.28M	Buy	111,500 +44,700	+67%	+$2.16M	0.01%	1944
2016 Q3	$3.3M	Buy	66,800 +51,000	+323%	+$2.38M	﹤0.01%	2407
2016 Q2	$696K	Buy	15,800 +1,600	+11%	+$64.6K	﹤0.01%	4041
2016 Q1	$542K	Sell	14,200 -14,600	-51%	-$510K	﹤0.01%	4298
2015 Q4	$1.1M	Buy	28,800 +6,000	+26%	+$226K	﹤0.01%	3443
2015 Q3	$743K	Buy	22,800 +8,600	+61%	+$294K	﹤0.01%	4226
2015 Q2	$511K	Buy	14,200 +12,200	+610%	+$420K	﹤0.01%	4933
2015 Q1	$66K	Sell	2,000 -2,400	-55%	-$73K	﹤0.01%	7189
2014 Q4	$124K	Buy	+4,400	New	+$115K	﹤0.01%	6455

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.