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

Holocene 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 Q2	$9.47M	Buy	151,019 +105,617	+233%	+$6.4M	0.02%	323
2026 Q1	$2.99M	Sell	45,402 -55,407	-55%	-$3.99M	0.01%	501
2025 Q4	$6.74M	Buy	100,809 +91,707	+1,008%	+$6.2M	0.01%	342
2025 Q3	$668K	Buy	+9,102	New	+$650K	﹤0.01%	660
2023 Q3	–	Sell	-235,173	Closed	-$17.1M	–	714
2023 Q2	$17.1M	Buy	235,173 +168,348	+252%	+$11.5M	0.07%	220
2023 Q1	$4.62M	Sell	66,825 -31,117	-32%	-$2.02M	0.02%	307
2022 Q4	$5.61M	Buy	97,942 +44,270	+82%	+$2.47M	0.03%	270
2022 Q3	$2.61M	Sell	53,672 -15,092	-22%	-$867K	0.02%	367
2022 Q2	$3.76M	Buy	+68,764	New	+$4.13M	0.02%	403
2022 Q1	–	Sell	-6,624	Closed	-$569K	–	868
2021 Q4	$569K	Buy	+6,624	New	+$505K	﹤0.01%	762
2021 Q3	–	Sell	-79,763	Closed	-$5.75M	–	802
2021 Q2	$5.75M	Sell	79,763 -1,019	-1%	-$70.3K	0.03%	325
2021 Q1	$5.46M	Buy	80,782 +59,630	+282%	+$3.63M	0.03%	367
2020 Q4	$1.16M	Buy	+21,152	New	+$1.17M	0.01%	517
2019 Q2	–	Sell	-41,148	Closed	-$2.19M	–	649
2019 Q1	$2.19M	Buy	+41,148	New	+$2.05M	0.03%	154

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

Holocene Advisors's AOS Position: Q2 2026 in Review

Holocene Advisors increased its A.O. Smith (AOS) stake by 233% in Q2 2026, buying an estimated $6.4M and bringing the position to 151,019 shares worth $9.47M. The position accounts for 0.02% of the portfolio, ranked #323.

Holocene Advisors first reported a position in AOS in Q1 2019 and has held it in 14 quarters since. The position peaked at $17.1M in Q2 2023. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Holocene Advisors held 151,019 shares of A.O. Smith worth $9.47M as of Q2 2026.
Holocene Advisors bought 105,617 A.O. Smith shares in Q2 2026, an estimated $6.4M.
A.O. Smith made up 0.02% of Holocene Advisors's portfolio in Q2 2026, its #323 holding.
Holocene Advisors first reported a position in A.O. Smith in Q1 2019 and has held it in 14 quarters since.
Holocene Advisors's A.O. Smith position peaked at $17.1M in Q2 2023.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Holocene Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.