Centaurus Financial’s A.O. Smith AOS Stock Holding History

Centaurus Financial’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	$112K	Buy	+1,783	New	+$108K	﹤0.01%	1069
2024 Q4	–	Sell	-1,849	Closed	-$166K	–	863
2024 Q3	$166K	Sell	1,849 -587	-24%	-$48.6K	0.01%	685
2024 Q2	$199K	Sell	2,436 -6,066	-71%	-$513K	0.01%	607
2024 Q1	$761K	Sell	8,502 -98	-1%	-$8.08K	0.05%	289
2023 Q4	$709K	Sell	8,600 -566	-6%	-$41.7K	0.05%	298
2023 Q3	$606K	Buy	9,166 +275	+3%	+$19.5K	0.05%	316
2023 Q2	$647K	Buy	+8,891	New	+$609K	0.06%	308
2022 Q4	–	Sell	-3,208	Closed	-$156K	–	839
2022 Q3	$156K	Sell	3,208 -35	-1%	-$2.01K	0.02%	685
2022 Q2	$177K	Buy	+3,243	New	+$195K	0.02%	660
2018 Q3	–	Sell	-314	Closed	-$19K	–	601
2018 Q2	$19K	Buy	+314	New	+$19.8K	﹤0.01%	1287

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Centaurus Financial's AOS Position: Q2 2026 in Review

Centaurus Financial opened a new position in A.O. Smith (AOS) in Q2 2026: 1,783 shares worth $112K. The stake represents ﹤0.01% of the portfolio and ranks #1069 among its holdings. This is a return to the name: Centaurus Financial previously reported a position in AOS as recently as Q3 2024.

Centaurus Financial first reported a position in AOS in Q2 2018 and has held it in 10 quarters since. The position peaked at $761K in Q1 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Centaurus Financial held 1,783 shares of A.O. Smith worth $112K as of Q2 2026.
A.O. Smith was a new Centaurus Financial position in Q2 2026.
A.O. Smith made up ﹤0.01% of Centaurus Financial's portfolio in Q2 2026, its #1069 holding.
Centaurus Financial first reported a position in A.O. Smith in Q2 2018 and has held it in 10 quarters since.
Centaurus Financial's A.O. Smith position peaked at $761K in Q1 2024.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.