Cerity Partners
AOS icon

Cerity Partners’s A.O. Smith AOS Stock Holding History

Cerity Partners’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 		$1.5M Buy
23,929
+3,042
+15% +$184K ﹤0.01% 1750
2026
Q1 		$1.38M Sell
20,887
-12,906
-38% -$930K ﹤0.01% 1677
2025
Q4 		$2.26M Buy
33,793
+18,392
+119% +$1.24M ﹤0.01% 1323
2025
Q3 		$1.13M Buy
15,401
+3,877
+34% +$277K ﹤0.01% 1541
2025
Q2 		$756K Sell
11,524
-2,445
-18% -$160K ﹤0.01% 1655
2025
Q1 		$913K Sell
13,969
-10,254
-42% -$693K ﹤0.01% 1469
2024
Q4 		$2.14M Sell
24,223
-11,011
-31% -$834K ﹤0.01% 1077
2024
Q3 		$3.17M Buy
35,234
+13,648
+63% +$1.13M 0.01% 889
2024
Q2 		$1.77M Sell
21,586
-20,288
-48% -$1.72M ﹤0.01% 963
2024
Q1 		$3.75M Buy
41,874
+36,882
+739% +$3.04M 0.01% 751
2023
Q4 		$412K Buy
+4,992
New +$368K ﹤0.01% 1351
2023
Q3 		– Sell
-4,524
Closed -$329K – 1407
2023
Q2 		$329K Sell
4,524
-124
-3% -$8.49K ﹤0.01% 1356
2023
Q1 		$1.52M Buy
4,648
+553
+14% +$35.9K ﹤0.01% 809
2022
Q4 		$234K Sell
4,095
-428
-9% -$23.9K ﹤0.01% 1249
2022
Q3 		$220K Sell
4,523
-1,363
-23% -$78.3K ﹤0.01% 1020
2022
Q2 		$321K Buy
5,886
+2,052
+54% +$123K ﹤0.01% 883
2022
Q1 		$244K Buy
+3,834
New +$279K ﹤0.01% 800

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 $3.38T AUM 44.17% 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

Cerity Partners's AOS Position: Q2 2026 in Review

Cerity Partners increased its A.O. Smith (AOS) stake by 15% in Q2 2026, buying an estimated $184K and bringing the position to 23,929 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1750.

Cerity Partners first reported a position in AOS in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.75M in Q1 2024. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Cerity Partners held 23,929 shares of A.O. Smith worth $1.5M as of Q2 2026.
  • Cerity Partners bought 3,042 A.O. Smith shares in Q2 2026, an estimated $184K.
  • A.O. Smith made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1750 holding.
  • Cerity Partners first reported a position in A.O. Smith in Q1 2022 and has held it in 17 quarters since.
  • Cerity Partners's A.O. Smith position peaked at $3.75M in Q1 2024.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.