Cassaday & Co Wealth Management
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
Q3 		$226 Hold
4
– – ﹤0.01% 1209
2026
Q2 		$251 Hold
4
– – ﹤0.01% 1201
2026
Q1 		$264 Buy
+4
New +$288 ﹤0.01% 1240

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Cassaday & Co Wealth Management's AOS Position: Q3 2026 in Review

Cassaday & Co Wealth Management held its A.O. Smith (AOS) position steady in Q3 2026 at 4 shares worth $226. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Cassaday & Co Wealth Management first reported a position in AOS in Q1 2026 and has held it in 3 quarters since. The position peaked at $264 in Q1 2026. 170 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Cassaday & Co Wealth Management held 4 shares of A.O. Smith worth $226 as of Q3 2026.
  • Cassaday & Co Wealth Management left its A.O. Smith share count unchanged in Q3 2026.
  • A.O. Smith made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #1209 holding.
  • Cassaday & Co Wealth Management first reported a position in A.O. Smith in Q1 2026 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's A.O. Smith position peaked at $264 in Q1 2026.
  • 170 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.