Voloridge Investment Management
AOS icon

Voloridge Investment Management’s A.O. Smith AOS Stock Holding History

Voloridge Investment 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
Q2 		$2.03M Buy
+32,384
New +$1.96M 0.01% 648
2026
Q1 		– Sell
-522,656
Closed -$35M – 991
2025
Q4 		$35M Buy
522,656
+363,499
+228% +$24.6M 0.12% 213
2025
Q3 		$11.7M Sell
159,157
-165,309
-51% -$11.8M 0.04% 500
2025
Q2 		$21.3M Sell
324,466
-169,619
-34% -$11.1M 0.08% 307
2025
Q1 		$32.3M Sell
494,085
-133,197
-21% -$9M 0.12% 234
2024
Q4 		$42.8M Buy
627,282
+444,307
+243% +$33.6M 0.15% 190
2024
Q3 		$16.4M Buy
+182,975
New +$15.1M 0.06% 431
2024
Q2 		– Sell
-16,870
Closed -$1.51M – 1191
2024
Q1 		$1.51M Sell
16,870
-147,714
-90% -$12.2M 0.01% 908
2023
Q4 		$13.6M Sell
164,584
-11,609
-7% -$856K 0.05% 401
2023
Q3 		$11.7M Buy
176,193
+148,204
+530% +$10.5M 0.06% 423
2023
Q2 		$2.04M Sell
27,989
-34,936
-56% -$2.39M 0.01% 979
2023
Q1 		$4.35M Sell
62,925
-154,051
-71% -$10M 0.02% 713
2022
Q4 		$12.4M Sell
216,976
-12,953
-6% -$724K 0.07% 374
2022
Q3 		$11.2M Buy
229,929
+95,491
+71% +$5.48M 0.06% 413
2022
Q2 		$7.35M Buy
134,438
+56,520
+73% +$3.39M 0.04% 546
2022
Q1 		$4.98M Sell
77,918
-1,044
-1% -$76K 0.03% 640
2021
Q4 		$6.78M Buy
+78,962
New +$6.02M 0.04% 598
2021
Q1 		– Sell
-28,767
Closed -$1.58M – 1369
2020
Q4 		$1.58M Buy
28,767
+2,991
+12% +$165K 0.01% 818
2020
Q3 		$1.36M Buy
25,776
+13,105
+103% +$654K 0.01% 845
2020
Q2 		$597K Buy
+12,671
New +$553K 0.01% 988
2018
Q4 		– Sell
-229,315
Closed -$12.2M – 404
2018
Q3 		$12.2M Buy
+229,315
New +$13.5M 0.27% 106
2016
Q1 		– Sell
-36,702
Closed -$1.41M – 311
2015
Q4 		$1.41M Buy
+36,702
New +$1.38M 0.1% 132

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

Voloridge Investment Management's AOS Position: Q2 2026 in Review

Voloridge Investment Management opened a new position in A.O. Smith (AOS) in Q2 2026: 32,384 shares worth $2.03M. The stake represents 0.01% of the portfolio and ranks #648 among its holdings. This is a return to the name: Voloridge Investment Management previously reported a position in AOS as recently as Q4 2025.

Voloridge Investment Management first reported a position in AOS in Q4 2015 and has held it in 22 quarters since. The position peaked at $42.8M in Q4 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Voloridge Investment Management held 32,384 shares of A.O. Smith worth $2.03M as of Q2 2026.
  • A.O. Smith was a new Voloridge Investment Management position in Q2 2026.
  • A.O. Smith made up 0.01% of Voloridge Investment Management's portfolio in Q2 2026, its #648 holding.
  • Voloridge Investment Management first reported a position in A.O. Smith in Q4 2015 and has held it in 22 quarters since.
  • Voloridge Investment Management's A.O. Smith position peaked at $42.8M in Q4 2024.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.