Cary Street Partners Investment Advisory’s A.O. Smith AOS Stock Holding History

Cary Street Partners Investment Advisory’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	$227K	Sell	3,613 -43	-1%	-$2.61K	0.05%	346
2026 Q1	$241K	Buy	3,656 +497	+16%	+$35.8K	0.06%	313
2025 Q4	$211K	Buy	3,159 +730	+30%	+$49.3K	0.06%	316
2025 Q3	$178K	Buy	+2,429	New	+$173K	0.07%	287
2023 Q4	–	Sell	-250	Closed	-$16.5K	–	690
2023 Q3	$16.5K	Hold	250	–	–	﹤0.01%	1167
2023 Q2	$18.2K	Hold	250	–	–	﹤0.01%	1075
2023 Q1	$17.3K	Hold	250	–	–	﹤0.01%	1014
2022 Q4	$14.3K	Buy	+250	New	+$14K	﹤0.01%	1056

Other funds holding AOS

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MAM

Madison Asset Management Madison, Wisconsin $8.39B AUM 16.36% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Cary Street Partners Investment Advisory's AOS Position: Q2 2026 in Review

Cary Street Partners Investment Advisory reduced its A.O. Smith (AOS) stake by 1.2% in Q2 2026, selling an estimated $2.61K and leaving 3,613 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #346.

Cary Street Partners Investment Advisory first reported a position in AOS in Q4 2022 and has held it in 8 quarters since. The position peaked at $241K in Q1 2026. 389 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Cary Street Partners Investment Advisory held 3,613 shares of A.O. Smith worth $227K as of Q2 2026.
Cary Street Partners Investment Advisory sold 43 A.O. Smith shares in Q2 2026, an estimated $2.61K.
A.O. Smith made up 0.05% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #346 holding.
Cary Street Partners Investment Advisory first reported a position in A.O. Smith in Q4 2022 and has held it in 8 quarters since.
Cary Street Partners Investment Advisory's A.O. Smith position peaked at $241K in Q1 2026.
389 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.