Occudo Quantitative Strategies’s A.O. Smith AOS Stock Holding History

Occudo Quantitative Strategies’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	$1.97M	Sell	31,454 -22,309	-41%	-$1.35M	0.1%	278
2026 Q1	$3.32M	Buy	+53,763	New	+$3.87M	0.18%	165
2025 Q3	–	Sell	-43,855	Closed	-$2.88M	–	661
2025 Q2	$2.88M	Buy	43,855 +39,460	+898%	+$2.58M	0.32%	83
2025 Q1	$288K	Buy	4,395 +940	+27%	+$63.5K	0.04%	478
2024 Q4	$236K	Buy	+3,455	New	+$262K	0.04%	520
2022 Q4	–	Sell	-81,706	Closed	-$3.97M	–	943
2022 Q3	$3.97M	Buy	81,706 +47,433	+138%	+$2.72M	0.31%	59
2022 Q2	$1.87M	Buy	34,273 +17,668	+106%	+$1.06M	0.15%	193
2022 Q1	$1.06M	Buy	+16,605	New	+$1.21M	0.09%	366

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

Occudo Quantitative Strategies's AOS Position: Q2 2026 in Review

Occudo Quantitative Strategies reduced its A.O. Smith (AOS) stake by 41% in Q2 2026, selling an estimated $1.35M and leaving 31,454 shares worth $1.97M. The position accounts for 0.1% of the portfolio, ranked #278.

Occudo Quantitative Strategies first reported a position in AOS in Q1 2022 and has held it in 8 quarters since. The position peaked at $3.97M in Q3 2022. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Occudo Quantitative Strategies held 31,454 shares of A.O. Smith worth $1.97M as of Q2 2026.
Occudo Quantitative Strategies sold 22,309 A.O. Smith shares in Q2 2026, an estimated $1.35M.
A.O. Smith made up 0.1% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #278 holding.
Occudo Quantitative Strategies first reported a position in A.O. Smith in Q1 2022 and has held it in 8 quarters since.
Occudo Quantitative Strategies's A.O. Smith position peaked at $3.97M in Q3 2022.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.