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 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 $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

Cardiff Park Advisors's AOS Position: Q1 2026 in Review

Cardiff Park Advisors increased its A.O. Smith (AOS) stake by 184% in Q1 2026, buying an estimated $411K and bringing the position to 8,795 shares worth $580K. The position accounts for 0.05% of the portfolio, ranked #164.

Cardiff Park Advisors first reported a position in AOS in Q2 2024 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Cardiff Park Advisors held 8,795 shares of A.O. Smith worth $580K as of Q1 2026.
Cardiff Park Advisors bought 5,700 A.O. Smith shares in Q1 2026, an estimated $411K.
A.O. Smith made up 0.05% of Cardiff Park Advisors's portfolio in Q1 2026, its #164 holding.
Cardiff Park Advisors first reported a position in A.O. Smith in Q2 2024 and has held it in 7 quarters since.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Cardiff Park Advisors's 13F filing for Q1 2026, filed 15 May 2026.