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Voleon Capital Management’s A.O. Smith AOS Stock Holding History

Voleon Capital 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 		– Sell
-10,272
Closed -$687K – 788
2025
Q4 		$687K Sell
10,272
-22,415
-69% -$1.51M 0.01% 514
2025
Q3 		$2.4M Buy
32,687
+21,505
+192% +$1.53M 0.06% 292
2025
Q2 		$733K Buy
+11,182
New +$732K 0.04% 274
2025
Q1 		– Sell
-3,146
Closed -$215K – 329
2024
Q4 		$215K Buy
+3,146
New +$238K 0.02% 309

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Voleon Capital Management's AOS Position: Q1 2026 in Review

Voleon Capital Management sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 10,272 shares — an estimated $687K sold.

Voleon Capital Management first reported a position in AOS in Q4 2024 and held it in 4 quarters. The position peaked at $2.4M in Q3 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Voleon Capital Management reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Voleon Capital Management sold 10,272 A.O. Smith shares in Q1 2026, an estimated $687K.
  • Voleon Capital Management first reported a position in A.O. Smith in Q4 2024 and held it in 4 quarters.
  • Voleon Capital Management's A.O. Smith position peaked at $2.4M in Q3 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Voleon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.