Marshall Wace’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
Q1 | $13.2M | Sell |
200,505
-243,438
| -55% | -$17.5M | 0.01% | 847 |
|
|
2025
Q4 | $29.7M | Buy |
443,943
+199,692
| +82% | +$13.5M | 0.03% | 501 |
|
|
2025
Q3 | $17.9M | Buy |
244,251
+164,758
| +207% | +$11.8M | 0.02% | 702 |
|
|
2025
Q2 | $5.21M | Buy |
+79,493
| New | +$5.2M | 0.01% | 1118 |
|
|
2024
Q4 | – | Sell |
-27,000
| Closed | -$2.43M | – | 2556 |
|
|
2024
Q3 | $2.43M | Buy |
+27,000
| New | +$2.23M | ﹤0.01% | 1294 |
|
|
2024
Q2 | – | Sell |
-133,373
| Closed | -$11.9M | – | 2513 |
|
|
2024
Q1 | $11.9M | Sell |
133,373
-61,957
| -32% | -$5.11M | 0.02% | 690 |
|
|
2023
Q4 | $16.1M | Buy |
195,330
+68,161
| +54% | +$5.03M | 0.03% | 541 |
|
|
2023
Q3 | $8.41M | Buy |
127,169
+74,430
| +141% | +$5.28M | 0.02% | 702 |
|
|
2023
Q2 | $3.84M | Sell |
52,739
-133,883
| -72% | -$9.17M | 0.01% | 1137 |
|
|
2023
Q1 | $12.9M | Buy |
186,622
+145,615
| +355% | +$9.46M | 0.03% | 621 |
|
|
2022
Q4 | $2.35M | Buy |
41,007
+34,207
| +503% | +$1.91M | 0.01% | 1639 |
|
|
2022
Q3 | $330K | Sell |
6,800
-45,110
| -87% | -$2.59M | ﹤0.01% | 2910 |
|
|
2022
Q2 | $2.84M | Buy |
+51,910
| New | +$3.11M | 0.01% | 1755 |
|
|
2022
Q1 | – | Sell |
-33,364
| Closed | -$2.86M | – | 3314 |
|
|
2021
Q4 | $2.86M | Buy |
+33,364
| New | +$2.54M | 0.01% | 1818 |
|
|
2021
Q1 | – | Sell |
-17,877
| Closed | -$980K | – | 2443 |
|
|
2020
Q4 | $980K | Sell |
17,877
-95,784
| -84% | -$5.28M | 0.01% | 1222 |
|
|
2020
Q3 | $6M | Buy |
113,661
+53,502
| +89% | +$2.67M | 0.04% | 456 |
|
|
2020
Q2 | $2.83M | Buy |
+60,159
| New | +$2.63M | 0.02% | 659 |
|
|
2019
Q3 | – | Sell |
-128,998
| Closed | -$6.08M | – | 1656 |
|
|
2019
Q2 | $6.08M | Sell |
128,998
-435,195
| -77% | -$21.3M | 0.05% | 422 |
|
|
2019
Q1 | $30.1M | Buy |
+564,193
| New | +$28M | 0.28% | 65 |
|
|
2018
Q4 | – | Sell |
-595,877
| Closed | -$31.8M | – | 1572 |
|
|
2018
Q3 | $31.8M | Buy |
+595,877
| New | +$35M | 0.27% | 99 |
|
|
2017
Q1 | – | Sell |
-4,619
| Closed | -$219K | – | 324 |
|
|
2016
Q4 | $219K | Buy |
+4,619
| New | +$223K | ﹤0.01% | 914 |
|
|
2016
Q3 | – | Sell |
-103,292
| Closed | -$4.55M | – | 936 |
|
|
2016
Q2 | $4.55M | Sell |
103,292
-135,726
| -57% | -$5.48M | 0.04% | 409 |
|
|
2016
Q1 | $9.12M | Buy |
+239,018
| New | +$8.36M | 0.09% | 225 |
|
|
2015
Q4 | – | Sell |
-15,734
| Closed | -$513K | – | 962 |
|
|
2015
Q3 | $513K | Buy |
+15,734
| New | +$538K | 0.01% | 736 |
|
|
2014
Q4 | – | Sell |
-5,532
| Closed | -$131K | – | 805 |
|
|
2014
Q3 | $131K | Sell |
5,532
-1,650
| -23% | -$40.1K | ﹤0.01% | 813 |
|
|
2014
Q2 | $178K | Sell |
7,182
-803,092
| -99% | -$19.3M | ﹤0.01% | 867 |
|
|
2014
Q1 | $18.6M | Buy |
+810,274
| New | +$19.7M | 0.34% | 87 |
|
Other funds holding AOS
VCM
VPM
Marshall Wace's AOS Position: Q1 2026 in Review
Marshall Wace reduced its A.O. Smith (AOS) stake by 55% in Q1 2026, selling an estimated $17.5M and leaving 200,505 shares worth $13.2M. The position accounts for 0.01% of the portfolio, ranked #847.
Marshall Wace first reported a position in AOS in Q1 2014 and has held it in 27 quarters since. The position peaked at $31.8M in Q3 2018. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.
- Marshall Wace held 200,505 shares of A.O. Smith worth $13.2M as of Q1 2026.
- Marshall Wace sold 243,438 A.O. Smith shares in Q1 2026, an estimated $17.5M.
- A.O. Smith made up 0.01% of Marshall Wace's portfolio in Q1 2026, its #847 holding.
- Marshall Wace first reported a position in A.O. Smith in Q1 2014 and has held it in 27 quarters since.
- Marshall Wace's A.O. Smith position peaked at $31.8M in Q3 2018.
- 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.
Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.