WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s A.O. Smith AOS Stock Holding History

WorldQuant Millennium Advisors’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 		$2.75M Sell
43,906
-46,761
-52% -$2.83M 0.01% 476
2026
Q1 		$5.98M Buy
90,667
+6,153
+7% +$443K 0.02% 318
2025
Q4 		$5.65M Buy
84,514
+20,980
+33% +$1.42M 0.02% 320
2025
Q3 		$4.66M Sell
63,534
-604,121
-90% -$43.1M 0.02% 301
2025
Q2 		$43.8M Buy
667,655
+421,845
+172% +$27.6M 0.22% 128
2025
Q1 		$16.1M Buy
245,810
+188,498
+329% +$12.7M 0.1% 203
2024
Q4 		$3.91M Buy
57,312
+51,719
+925% +$3.92M 0.03% 305
2024
Q3 		$502K Sell
5,593
-74,941
-93% -$6.2M ﹤0.01% 402
2024
Q2 		$6.59M Sell
80,534
-174,999
-68% -$14.8M 0.06% 238
2024
Q1 		$22.9M Sell
255,533
-81,018
-24% -$6.68M 0.28% 110
2023
Q4 		$27.7M Sell
336,551
-14,558
-4% -$1.07M 0.39% 76
2023
Q3 		$23.2M Buy
351,109
+55,222
+19% +$3.92M 0.36% 95
2023
Q2 		$21.5M Buy
295,887
+272,744
+1,179% +$18.7M 0.36% 88
2023
Q1 		$1.6M Buy
+23,143
New +$1.5M 0.03% 276
2022
Q4 		– Sell
-82,357
Closed -$4M – 329
2022
Q3 		$4M Sell
82,357
-5,831
-7% -$335K 0.1% 218
2022
Q2 		$4.82M Buy
88,188
+72,507
+462% +$4.35M 0.14% 190
2022
Q1 		$1M Buy
+15,681
New +$1.14M 0.02% 269

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

WorldQuant Millennium Advisors's AOS Position: Q2 2026 in Review

WorldQuant Millennium Advisors reduced its A.O. Smith (AOS) stake by 52% in Q2 2026, selling an estimated $2.83M and leaving 43,906 shares worth $2.75M. The position accounts for 0.01% of the portfolio, ranked #476.

WorldQuant Millennium Advisors first reported a position in AOS in Q1 2022 and has held it in 17 quarters since. The position peaked at $43.8M in Q2 2025. 611 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • WorldQuant Millennium Advisors held 43,906 shares of A.O. Smith worth $2.75M as of Q2 2026.
  • WorldQuant Millennium Advisors sold 46,761 A.O. Smith shares in Q2 2026, an estimated $2.83M.
  • A.O. Smith made up 0.01% of WorldQuant Millennium Advisors's portfolio in Q2 2026, its #476 holding.
  • WorldQuant Millennium Advisors first reported a position in A.O. Smith in Q1 2022 and has held it in 17 quarters since.
  • WorldQuant Millennium Advisors's A.O. Smith position peaked at $43.8M in Q2 2025.
  • 611 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on WorldQuant Millennium Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.