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
2026 Q2	$4.25M	Buy	+67,780	New	+$4.11M	0.22%	149
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

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

PDT Partners's AOS Position: Q2 2026 in Review

PDT Partners opened a new position in A.O. Smith (AOS) in Q2 2026: 67,780 shares worth $4.25M. The stake represents 0.22% of the portfolio and ranks #149 among its holdings. This is a return to the name: PDT Partners previously reported a position in AOS as recently as Q3 2025.

PDT Partners first reported a position in AOS in Q2 2013 and has held it in 8 quarters since. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

PDT Partners held 67,780 shares of A.O. Smith worth $4.25M as of Q2 2026.
A.O. Smith was a new PDT Partners position in Q2 2026.
A.O. Smith made up 0.22% of PDT Partners's portfolio in Q2 2026, its #149 holding.
PDT Partners first reported a position in A.O. Smith in Q2 2013 and has held it in 8 quarters since.
614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on PDT Partners's 13F filing for Q2 2026, filed 14 Aug 2026.