Twin Tree Management’s A.O. Smith AOS Stock Holding History

Twin Tree Management’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	$4.14M	Buy	+62,800	New	+$4.53M	0.09%	264
2025 Q2	–	Sell	-34,000	Closed	-$2.22M	–	1586
2025 Q1	$2.22M	Sell	34,000 -35,900	-51%	-$2.43M	﹤0.01%	1119
2024 Q4	$4.77M	Buy	69,900 +25,700	+58%	+$1.95M	0.01%	938
2024 Q3	$3.97M	Buy	+44,200	New	+$3.66M	0.01%	969
2024 Q1	–	Sell	-1,400	Closed	-$115K	–	1251
2023 Q4	$115K	Sell	1,400 -16,000	-92%	-$1.18M	﹤0.01%	1267
2023 Q3	$1.15M	Hold	17,400	–	–	﹤0.01%	955
2023 Q2	$1.27M	Buy	+17,400	New	+$1.19M	﹤0.01%	976
2022 Q3	–	Sell	-83,300	Closed	-$4.55M	–	1303
2022 Q2	$4.55M	Buy	83,300 +18,200	+28%	+$1.09M	0.01%	877
2022 Q1	$4.16M	Buy	65,100 +17,500	+37%	+$1.27M	0.01%	983
2021 Q4	$4.09M	Buy	47,600 +37,400	+367%	+$2.85M	0.01%	904
2021 Q3	$623K	Buy	+10,200	New	+$712K	﹤0.01%	1268
2019 Q1	–	Sell	-7,300	Closed	-$312K	–	1299
2018 Q4	$312K	Hold	7,300	–	–	﹤0.01%	1024
2018 Q3	$390K	Sell	7,300 -72,600	-91%	-$4.26M	﹤0.01%	872
2018 Q2	$4.73M	Buy	79,900 +200	+0.3%	+$12.6K	0.03%	441
2018 Q1	$5.07M	Buy	+79,700	New	+$5.14M	0.04%	335

Other funds holding AOS

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Twin Tree Management's AOS Position: Q1 2026 in Review

Twin Tree Management opened a new position in A.O. Smith (AOS) in Q1 2026: 28,299 shares worth $1.87M. The stake represents 0.04% of the portfolio and ranks #510 among its holdings. This is a return to the name: Twin Tree Management previously reported a position in AOS as recently as Q1 2025.

Twin Tree Management first reported a position in AOS in Q2 2015 and has held it in 24 quarters since. The position peaked at $4.41M in Q2 2022. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Twin Tree Management held 28,299 shares of A.O. Smith worth $1.87M as of Q1 2026.
A.O. Smith was a new Twin Tree Management position in Q1 2026.
A.O. Smith made up 0.04% of Twin Tree Management's portfolio in Q1 2026, its #510 holding.
Twin Tree Management first reported a position in A.O. Smith in Q2 2015 and has held it in 24 quarters since.
Twin Tree Management's A.O. Smith position peaked at $4.41M in Q2 2022.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Twin Tree Management's 13F filing for Q1 2026, filed 14 May 2026.