D.E. Shaw & Co’s A.O. Smith AOS Stock Holding History

D.E. Shaw & Co’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
2017 Q1	–	Sell	-20,000	Closed	-$947K	–	3271
2016 Q4	$947K	Hold	20,000	–	–	﹤0.01%	2491
2016 Q3	$988K	Buy	+20,000	New	+$934K	﹤0.01%	2388
2013 Q4	–	Sell	-81,600	Closed	-$1.84M	–	4434
2013 Q3	$1.84M	Hold	81,600	–	–	﹤0.01%	2500
2013 Q2	$1.48M	Buy	+81,600	New	+$1.53M	﹤0.01%	2389

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 $3.37T AUM 44.26% 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

D.E. Shaw & Co's AOS Position: Q4 2025 in Review

D.E. Shaw & Co sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 5,233 shares — an estimated $384K sold.

D.E. Shaw & Co first reported a position in AOS in Q2 2013 and held it in 38 quarters. The position peaked at $78.6M in Q3 2023. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

D.E. Shaw & Co reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
D.E. Shaw & Co sold 5,233 A.O. Smith shares in Q4 2025, an estimated $384K.
D.E. Shaw & Co first reported a position in A.O. Smith in Q2 2013 and held it in 38 quarters.
D.E. Shaw & Co's A.O. Smith position peaked at $78.6M in Q3 2023.
647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on D.E. Shaw & Co's 13F filing for Q4 2025, filed 17 Feb 2026.