CCWM
AOS icon

Cassaday & Co Wealth Management’s A.O. Smith AOS Stock Holding History

Cassaday & Co Wealth Management’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 		$251 Hold
4
– – ﹤0.01% 1201
2026
Q1 		$264 Buy
+4
New +$288 ﹤0.01% 1240

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cassaday & Co Wealth Management's AOS Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its A.O. Smith (AOS) position steady in Q2 2026 at 4 shares worth $251. The position accounts for ﹤0.01% of the portfolio, ranked #1201.

Cassaday & Co Wealth Management first reported a position in AOS in Q1 2026 and has held it in 2 quarters since. The position peaked at $264 in Q1 2026. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Cassaday & Co Wealth Management held 4 shares of A.O. Smith worth $251 as of Q2 2026.
  • Cassaday & Co Wealth Management left its A.O. Smith share count unchanged in Q2 2026.
  • A.O. Smith made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1201 holding.
  • Cassaday & Co Wealth Management first reported a position in A.O. Smith in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's A.O. Smith position peaked at $264 in Q1 2026.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.