Ray Dalio
AOS icon

Ray Dalio’s A.O. Smith AOS Stock Holding History

Ray Dalio’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 		$2.29M Buy
+36,505
New +$2.21M 0.01% 679
2026
Q1 		– Sell
-198,793
Closed -$13.3M – 1009
2025
Q4 		$13.3M Buy
198,793
+122,542
+161% +$8.28M 0.05% 284
2025
Q3 		$5.6M Buy
+76,251
New +$5.44M 0.02% 473
2024
Q4 		– Sell
-4,811
Closed -$432K – 695
2024
Q3 		$432K Sell
4,811
-410
-8% -$33.9K ﹤0.01% 702
2024
Q2 		$427K Buy
5,221
+351
+7% +$29.7K ﹤0.01% 769
2024
Q1 		$436K Sell
4,870
-1,363
-22% -$112K ﹤0.01% 632
2023
Q4 		$514K Sell
6,233
-371
-6% -$27.4K ﹤0.01% 702
2023
Q3 		$437K Buy
+6,604
New +$469K ﹤0.01% 701
2022
Q3 		– Sell
-114,558
Closed -$6.26M – 875
2022
Q2 		$6.26M Buy
114,558
+15,332
+15% +$920K 0.03% 438
2022
Q1 		$6.34M Sell
99,226
-53,564
-35% -$3.9M 0.03% 404
2021
Q4 		$13.1M Sell
152,790
-94,674
-38% -$7.22M 0.08% 156
2021
Q3 		$15.1M Buy
247,464
+68,403
+38% +$4.78M 0.08% 153
2021
Q2 		$12.9M Buy
179,061
+21,342
+14% +$1.47M 0.08% 187
2021
Q1 		$10.7M Buy
+157,719
New +$9.6M 0.09% 156
2020
Q4 		– Sell
-41,963
Closed -$2.22M – 532
2020
Q3 		$2.22M Buy
41,963
+4,787
+13% +$239K 0.03% 250
2020
Q2 		$1.75M Sell
37,176
-2,814
-7% -$123K 0.03% 115
2020
Q1 		$1.51M Sell
39,990
-19,652
-33% -$837K 0.03% 153
2019
Q4 		$2.84M Buy
+59,642
New +$2.89M 0.03% 162

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ray Dalio's AOS Position: Q2 2026 in Review

Ray Dalio opened a new position in A.O. Smith (AOS) in Q2 2026: 36,505 shares worth $2.29M. The stake represents 0.01% of the portfolio and ranks #679 among its holdings. This is a return to the name: Ray Dalio previously reported a position in AOS as recently as Q4 2025.

Ray Dalio first reported a position in AOS in Q4 2019 and has held it in 18 quarters since. The position peaked at $15.1M in Q3 2021. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Ray Dalio held 36,505 shares of A.O. Smith worth $2.29M as of Q2 2026.
  • A.O. Smith was a new Ray Dalio position in Q2 2026.
  • A.O. Smith made up 0.01% of Ray Dalio's portfolio in Q2 2026, its #679 holding.
  • Ray Dalio first reported a position in A.O. Smith in Q4 2019 and has held it in 18 quarters since.
  • Ray Dalio's A.O. Smith position peaked at $15.1M in Q3 2021.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.