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
$420K Buy
6,700
+2,900
+76% +$176K ﹤0.01% 4283
2026
Q1
$251K Buy
+3,800
New +$274K ﹤0.01% 4182
2017
Q1
Sell
-8,000
Closed -$379K 2864
2016
Q4
$379K Sell
8,000
-6,000
-43% -$289K ﹤0.01% 2648
2016
Q3
$692K Buy
+14,000
New +$654K ﹤0.01% 2229
2016
Q1
Sell
-6,000
Closed -$230K 2771
2015
Q4
$230K Buy
+6,000
New +$226K ﹤0.01% 2385

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.