David Shaw’s A.O. Smith AOS Stock Holding History

David Shaw’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	–	Sell	-20,000	Closed	-$1.32M	–	4861
2026 Q1	$1.32M	Buy	+20,000	New	+$1.44M	﹤0.01%	3230
2017 Q2	–	Sell	-57,400	Closed	-$2.94M	–	3351
2017 Q1	$2.94M	Hold	57,400	–	–	0.01%	1617
2016 Q4	$2.72M	Hold	57,400	–	–	﹤0.01%	1770
2016 Q3	$2.83M	Buy	+57,400	New	+$2.68M	0.01%	1664
2014 Q2	–	Sell	-20,000	Closed	-$460K	–	4162
2014 Q1	$460K	Hold	20,000	–	–	﹤0.01%	3669
2013 Q4	$539K	Sell	20,000 -54,000	-73%	-$1.38M	﹤0.01%	3681
2013 Q3	$1.67M	Sell	74,000 -73,200	-50%	-$1.53M	﹤0.01%	2583
2013 Q2	$2.67M	Buy	+147,200	New	+$2.75M	0.01%	1857

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

David Shaw's AOS Position: Q4 2025 in Review

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

David Shaw first reported a position in AOS in Q2 2013 and held it in 38 quarters. The position peaked at $78.6M in Q3 2023. 645 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

David Shaw reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
David Shaw sold 5,233 A.O. Smith shares in Q4 2025, an estimated $384K.
David Shaw first reported a position in A.O. Smith in Q2 2013 and held it in 38 quarters.
David Shaw's A.O. Smith position peaked at $78.6M in Q3 2023.
645 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.