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Certuity’s A.O. Smith AOS Stock Holding History

Certuity’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 		$562K Buy
8,519
+1,314
+18% +$94.7K 0.04% 265
2025
Q4 		$482K Buy
7,205
+1,051
+17% +$71K 0.03% 282
2025
Q3 		$452K Buy
6,154
+1,720
+39% +$123K 0.03% 287
2025
Q2 		$291K Sell
4,434
-906
-17% -$59.3K 0.03% 306
2025
Q1 		$349K Buy
+5,340
New +$361K 0.04% 231
2024
Q4 		– Sell
-3,064
Closed -$275K – 387
2024
Q3 		$275K Buy
3,064
+238
+8% +$19.7K 0.03% 280
2024
Q2 		$231K Buy
2,826
+300
+12% +$25.4K 0.02% 313
2024
Q1 		$226K Buy
+2,526
New +$208K 0.02% 287

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Certuity's AOS Position: Q1 2026 in Review

Certuity increased its A.O. Smith (AOS) stake by 18% in Q1 2026, buying an estimated $94.7K and bringing the position to 8,519 shares worth $562K. The position accounts for 0.04% of the portfolio, ranked #265.

Certuity first reported a position in AOS in Q1 2024 and has held it in 8 quarters since. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Certuity held 8,519 shares of A.O. Smith worth $562K as of Q1 2026.
  • Certuity bought 1,314 A.O. Smith shares in Q1 2026, an estimated $94.7K.
  • A.O. Smith made up 0.04% of Certuity's portfolio in Q1 2026, its #265 holding.
  • Certuity first reported a position in A.O. Smith in Q1 2024 and has held it in 8 quarters since.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.