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 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners's AOS Position: Q1 2026 in Review

Cerity Partners reduced its A.O. Smith (AOS) stake by 38% in Q1 2026, selling an estimated $930K and leaving 20,887 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1677.

Cerity Partners first reported a position in AOS in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.75M in Q1 2024. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Cerity Partners held 20,887 shares of A.O. Smith worth $1.38M as of Q1 2026.
Cerity Partners sold 12,906 A.O. Smith shares in Q1 2026, an estimated $930K.
A.O. Smith made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1677 holding.
Cerity Partners first reported a position in A.O. Smith in Q1 2022 and has held it in 16 quarters since.
Cerity Partners's A.O. Smith position peaked at $3.75M in Q1 2024.
630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.