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CARLSON FINANCIAL, INC.’s A.O. Smith AOS Stock Holding History

CARLSON FINANCIAL, INC.’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 		$361K Sell
5,758
-886
-13% -$53.7K 0.18% 122
2026
Q1 		$438K Sell
6,644
-257
-4% -$18.5K 0.26% 92
2025
Q4 		$462K Buy
+6,901
New +$466K 0.27% 92

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

CARLSON FINANCIAL, INC.'s AOS Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its A.O. Smith (AOS) stake by 13% in Q2 2026, selling an estimated $53.7K and leaving 5,758 shares worth $361K. The position accounts for 0.18% of the portfolio, ranked #122.

CARLSON FINANCIAL, INC. first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $462K in Q4 2025. 608 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • CARLSON FINANCIAL, INC. held 5,758 shares of A.O. Smith worth $361K as of Q2 2026.
  • CARLSON FINANCIAL, INC. sold 886 A.O. Smith shares in Q2 2026, an estimated $53.7K.
  • A.O. Smith made up 0.18% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #122 holding.
  • CARLSON FINANCIAL, INC. first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
  • CARLSON FINANCIAL, INC.'s A.O. Smith position peaked at $462K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.