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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
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
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.