John Overdeck’s A.O. Smith AOS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$527K Sell
8,400
-4,900
-37% -$297K ﹤0.01% 4124
2026
Q1
$877K Buy
+13,300
New +$959K ﹤0.01% 3359
2016
Q4
Sell
-9,200
Closed -$454K 3058
2016
Q3
$454K Buy
+9,200
New +$430K ﹤0.01% 2500
2016
Q1
Sell
-8,000
Closed -$306K 2769
2015
Q4
$306K Buy
+8,000
New +$302K ﹤0.01% 2234

Other funds holding AOS

John Overdeck's AOS Position: Q2 2026 in Review

John Overdeck increased its A.O. Smith (AOS) stake by 17% in Q2 2026, buying an estimated $436K and bringing the position to 48,900 shares worth $3.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2602.

John Overdeck first reported a position in AOS in Q2 2013 and has held it in 35 quarters since. The position peaked at $88.6M in Q4 2018. 605 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • John Overdeck held 48,900 shares of A.O. Smith worth $3.07M as of Q2 2026.
  • John Overdeck bought 7,200 A.O. Smith shares in Q2 2026, an estimated $436K.
  • A.O. Smith made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #2602 holding.
  • John Overdeck first reported a position in A.O. Smith in Q2 2013 and has held it in 35 quarters since.
  • John Overdeck's A.O. Smith position peaked at $88.6M in Q4 2018.
  • 605 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.