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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$36.7K Buy
585
+172
+42% +$10.4K ﹤0.01% 1055
2026
Q1
$27.2K Buy
413
+63
+18% +$4.54K ﹤0.01% 957
2025
Q4
$23.4K Sell
350
-154
-31% -$10.4K ﹤0.01% 956
2025
Q3
$37K Buy
+504
New +$36K ﹤0.01% 898

Other funds holding AOS

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

Cary Street Partners increased its A.O. Smith (AOS) stake by 42% in Q2 2026, buying an estimated $10.4K and bringing the position to 585 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Cary Street Partners first reported a position in AOS in Q3 2025 and has held it in 4 quarters since. The position peaked at $37K in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Cary Street Partners held 585 shares of A.O. Smith worth $36.7K as of Q2 2026.
  • Cary Street Partners bought 172 A.O. Smith shares in Q2 2026, an estimated $10.4K.
  • A.O. Smith made up ﹤0.01% of Cary Street Partners's portfolio in Q2 2026, its #1055 holding.
  • Cary Street Partners first reported a position in A.O. Smith in Q3 2025 and has held it in 4 quarters since.
  • Cary Street Partners's A.O. Smith position peaked at $37K in Q3 2025.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

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