TI
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Tidal Investments’s A.O. Smith AOS Stock Holding History

Tidal Investments’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 		$10.7M Buy
171,240
+140,875
+464% +$8.54M 0.02% 665
2026
Q1 		$2M Buy
30,365
+559
+2% +$40.3K ﹤0.01% 1144
2025
Q4 		$1.99M Buy
29,806
+14,161
+91% +$957K ﹤0.01% 954
2025
Q3 		$1.15M Sell
15,645
-3,532
-18% -$252K ﹤0.01% 1150
2025
Q2 		$1.26M Sell
19,177
-1,902
-9% -$124K 0.01% 929
2025
Q1 		$1.38M Sell
21,079
-651
-3% -$44K 0.01% 837
2024
Q4 		$1.48M Buy
21,730
+7,775
+56% +$589K 0.01% 826
2024
Q3 		$1.25M Sell
13,955
-5,104
-27% -$422K 0.01% 884
2024
Q2 		$1.56M Sell
19,059
-2,341
-11% -$198K 0.02% 674
2024
Q1 		$1.91M Buy
21,400
+11,663
+120% +$962K 0.03% 551
2023
Q4 		$803K Sell
9,737
-1,353
-12% -$99.8K 0.02% 732
2023
Q3 		$733K Buy
11,090
+2,047
+23% +$145K 0.02% 663
2023
Q2 		$658K Sell
9,043
-5,220
-37% -$357K 0.02% 691
2023
Q1 		$986K Buy
14,263
+2,949
+26% +$192K 0.03% 500
2022
Q4 		$648K Sell
11,314
-883
-7% -$49.4K 0.02% 581
2022
Q3 		$593K Sell
12,197
-1,407
-10% -$80.8K 0.02% 511
2022
Q2 		$744K Buy
13,604
+2,231
+20% +$134K 0.03% 462
2022
Q1 		$727K Buy
11,373
+1,721
+18% +$125K 0.02% 529
2021
Q4 		$829K Buy
9,652
+2,378
+33% +$181K 0.03% 460
2021
Q3 		$462K Buy
+7,274
New +$508K 0.02% 531

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

Tidal Investments's AOS Position: Q2 2026 in Review

Tidal Investments increased its A.O. Smith (AOS) stake by 464% in Q2 2026, buying an estimated $8.54M and bringing the position to 171,240 shares worth $10.7M. The position accounts for 0.02% of the portfolio, ranked #665.

Tidal Investments first reported a position in AOS in Q3 2021 and has held it in 20 quarters since. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Tidal Investments held 171,240 shares of A.O. Smith worth $10.7M as of Q2 2026.
  • Tidal Investments bought 140,875 A.O. Smith shares in Q2 2026, an estimated $8.54M.
  • A.O. Smith made up 0.02% of Tidal Investments's portfolio in Q2 2026, its #665 holding.
  • Tidal Investments first reported a position in A.O. Smith in Q3 2021 and has held it in 20 quarters since.
  • 614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.