PDT Partners’s A.O. Smith AOS Stock Holding History

PDT Partners’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
2025 Q4	–	Sell	-21,762	Closed	-$1.6M	–	554
2025 Q3	$1.6M	Buy	+21,762	New	+$1.55M	0.1%	295
2020 Q2	–	Sell	-12,621	Closed	-$477K	–	663
2020 Q1	$477K	Buy	+12,621	New	+$538K	0.04%	383
2014 Q4	–	Sell	-9,824	Closed	-$232K	–	632
2014 Q3	$232K	Sell	9,824 -23,580	-71%	-$572K	0.01%	1146
2014 Q2	$828K	Buy	+33,404	New	+$802K	0.02%	763
2014 Q1	–	Sell	-27,574	Closed	-$744K	–	1292
2013 Q4	$744K	Sell	27,574 -11,486	-29%	-$294K	0.09%	293
2013 Q3	$883K	Sell	39,060 -142,666	-79%	-$2.98M	0.02%	815
2013 Q2	$3.3M	Buy	+181,726	New	+$3.4M	0.08%	323

Other funds holding AOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

PDT Partners's AOS Position: Q4 2025 in Review

PDT Partners sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 21,762 shares — an estimated $1.6M sold.

PDT Partners first reported a position in AOS in Q2 2013 and held it in 7 quarters. The position peaked at $3.3M in Q2 2013. 643 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

PDT Partners reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
PDT Partners sold 21,762 A.O. Smith shares in Q4 2025, an estimated $1.6M.
PDT Partners first reported a position in A.O. Smith in Q2 2013 and held it in 7 quarters.
PDT Partners's A.O. Smith position peaked at $3.3M in Q2 2013.
643 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on PDT Partners's 13F filing for Q4 2025, filed 17 Feb 2026.