Cardiff Park Advisors’s A.O. Smith AOS Stock Holding History

Cardiff Park 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	$627K	Buy	10,000 +1,205	+14%	+$73K	0.05%	155
2026 Q1	$580K	Buy	8,795 +5,700	+184%	+$411K	0.05%	164
2025 Q4	$207K	Buy	3,095 +17	+0.6%	+$1.15K	0.02%	266
2025 Q3	$226K	Buy	3,078 +14	+0.5%	+$999	0.02%	271
2025 Q2	$201K	Buy	+3,064	New	+$200K	0.02%	260
2025 Q1	–	Sell	-3,033	Closed	-$207K	–	348
2024 Q4	$207K	Buy	3,033 +14	+0.5%	+$1.06K	0.02%	249
2024 Q3	$271K	Buy	3,019 +12	+0.4%	+$993	0.02%	215
2024 Q2	$246K	Buy	+3,007	New	+$254K	0.02%	219

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cardiff Park Advisors's AOS Position: Q2 2026 in Review

Cardiff Park Advisors increased its A.O. Smith (AOS) stake by 14% in Q2 2026, buying an estimated $73K and bringing the position to 10,000 shares worth $627K. The position accounts for 0.05% of the portfolio, ranked #155.

Cardiff Park Advisors first reported a position in AOS in Q2 2024 and has held it in 8 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Cardiff Park Advisors held 10,000 shares of A.O. Smith worth $627K as of Q2 2026.
Cardiff Park Advisors bought 1,205 A.O. Smith shares in Q2 2026, an estimated $73K.
A.O. Smith made up 0.05% of Cardiff Park Advisors's portfolio in Q2 2026, its #155 holding.
Cardiff Park Advisors first reported a position in A.O. Smith in Q2 2024 and has held it in 8 quarters since.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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