Simplex Trading
AOS icon

Simplex Trading’s A.O. Smith AOS Stock Holding History

Simplex Trading’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
Q1 		– Sell
-3,857
Closed -$278K – 8989
2025
Q4 		$258K Sell
3,857
-5,175
-57% -$350K ﹤0.01% 3971
2025
Q3 		$663K Buy
+9,032
New +$645K ﹤0.01% 3497
2024
Q3 		– Sell
-3,623
Closed -$300K – 8402
2024
Q2 		$296K Buy
3,623
+3,483
+2,488% +$295K ﹤0.01% 4238
2024
Q1 		$12K Sell
140
-3,333
-96% -$275K ﹤0.01% 7454
2023
Q4 		$286K Buy
+3,473
New +$256K ﹤0.01% 4274
2022
Q1 		– Sell
-449
Closed -$32.7K – 10304
2021
Q4 		$38K Sell
449
-797
-64% -$60.8K ﹤0.01% 7586
2021
Q3 		$89K Buy
1,246
+1
+0.1% +$70 ﹤0.01% 6777
2021
Q2 		$89K Sell
1,245
-3,719
-75% -$257K ﹤0.01% 6891
2021
Q1 		$335K Buy
4,964
+4,000
+415% +$243K ﹤0.01% 4004
2020
Q4 		$52K Buy
964
+565
+142% +$31.1K ﹤0.01% 6129
2020
Q3 		$21K Buy
+399
New +$19.9K ﹤0.01% 6323
2020
Q2 		– Sell
-4,873
Closed -$213K – 7540
2020
Q1 		$184K Buy
4,873
+1,075
+28% +$45.8K ﹤0.01% 3697
2019
Q4 		$180K Sell
3,798
-6,112
-62% -$296K ﹤0.01% 3886
2019
Q3 		$472K Buy
+9,910
New +$458K ﹤0.01% 2678
2019
Q1 		– Sell
-11,621
Closed -$578K – 7077
2018
Q4 		$496K Buy
+11,621
New +$535K ﹤0.01% 2238
2017
Q1 		– Sell
-4,765
Closed -$236K – 6094
2016
Q4 		$225K Buy
+4,765
New +$230K 0.01% 966
2016
Q1 		– Sell
-2,794
Closed -$97.7K – 5523
2015
Q4 		$107K Buy
+2,794
New +$105K 0.01% 1290
2015
Q3 		– Sell
-8,480
Closed -$290K – 5456
2015
Q2 		$305K Buy
8,480
+6,526
+334% +$225K 0.03% 573
2015
Q1 		$64K Buy
+1,954
New +$59.4K 0.01% 1387

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 $3.37T AUM 44.26% 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

Simplex Trading's AOS Position: Q1 2026 in Review

Simplex Trading sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 3,857 shares — an estimated $278K sold.

Simplex Trading first reported a position in AOS in Q1 2015 and held it in 19 quarters. The position peaked at $663K in Q3 2025. 636 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Simplex Trading reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 3,857 A.O. Smith shares in Q1 2026, an estimated $278K.
  • Simplex Trading first reported a position in A.O. Smith in Q1 2015 and held it in 19 quarters.
  • Simplex Trading's A.O. Smith position peaked at $663K in Q3 2025.
  • 636 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.