Ray Dalio's AOS Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 36,505 shares of A. O. Smith Corporation (AOS) worth $2.29 M, representing 0.01% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in AOS, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2021, adding 157,719 shares. Largest reduction occurred in Q1 2026, reducing 198,793 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's A O Smith Corporation (AOS) Holding Value Over Time
Track share changes against reported price movement
Quarterly A O Smith Corporation (AOS) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +36,505 | New Buy | 36,505 | $62.72 |
| Q1 2026 | -198,793 | Sold Out | 0 | $0.00 |
| Q4 2025 | +122,542 | Add 160.71% | 198,793 | $66.88 |
| Q3 2025 | +76,251 | New Buy | 76,251 | $73.41 |
| Q4 2024 | -4,811 | Sold Out | 0 | $0.00 |
| Q3 2024 | -410 | Reduce 7.85% | 4,811 | $89.83 |
| Q2 2024 | +351 | Add 7.21% | 5,221 | $81.78 |
| Q1 2024 | -1,363 | Reduce 21.87% | 4,870 | $89.46 |
| Q4 2023 | -371 | Reduce 5.62% | 6,233 | $82.44 |
| Q3 2023 | +6,604 | New Buy | 6,604 | $66.13 |
| Q3 2022 | -114,558 | Sold Out | 0 | $0.00 |
| Q2 2022 | +15,332 | Add 15.45% | 114,558 | $54.68 |
| Q1 2022 | -53,564 | Reduce 35.06% | 99,226 | $63.89 |
| Q4 2021 | -94,674 | Reduce 38.26% | 152,790 | $85.85 |
| Q3 2021 | +68,403 | Add 38.20% | 247,464 | $61.07 |
| Q2 2021 | +21,342 | Add 13.53% | 179,061 | $72.06 |
| Q1 2021 | +157,719 | New Buy | 157,719 | $67.61 |
| Q4 2020 | -41,963 | Sold Out | 0 | $0.00 |
| Q3 2020 | +4,787 | Add 12.88% | 41,963 | $52.81 |
| Q2 2020 | -2,814 | Reduce 7.04% | 37,176 | $47.13 |
| Q1 2020 | -19,652 | Reduce 32.95% | 39,990 | $37.81 |
| Q4 2019 | +59,642 | New Buy | 59,642 | $47.63 |
Ray Dalio's A O Smith Corporation Investment FAQs
Ray Dalio first purchased A. O. Smith Corporation (AOS) in Q4 2019, acquiring 59,642 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held A. O. Smith Corporation (AOS) for 22 quarters since Q4 2019.
Ray Dalio's largest addition to A. O. Smith Corporation (AOS) was in Q1 2021, adding 157,719 shares worth $10.66 M.
According to the latest 13F filing for Q2 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 36,505 shares of A. O. Smith Corporation (AOS), valued at approximately $2.29 M.
As of the Q2 2026 filing, A. O. Smith Corporation (AOS) represents approximately 0.01% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in A. O. Smith Corporation (AOS) was 247,464 shares, as reported at the end of Q3 2021.