Caerus Investment Advisors’s A.O. Smith AOS Stock Holding History

Caerus Investment 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 Q1	–	Sell	-3,167	Closed	-$212K	–	290
2025 Q4	$212K	Buy	+3,167	New	+$214K	0.07%	300

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caerus Investment Advisors's AOS Position: Q1 2026 in Review

Caerus Investment Advisors sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 3,167 shares — an estimated $212K sold.

Caerus Investment Advisors first reported a position in AOS in Q4 2025 and held it in 1 quarter. The position peaked at $212K in Q4 2025. 631 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Caerus Investment Advisors reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
Caerus Investment Advisors sold 3,167 A.O. Smith shares in Q1 2026, an estimated $212K.
Caerus Investment Advisors first reported a position in A.O. Smith in Q4 2025 and held it in 1 quarter.
Caerus Investment Advisors's A.O. Smith position peaked at $212K in Q4 2025.
631 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Caerus Investment Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.