CFS Investment Advisory Services’s A.O. Smith AOS Stock Holding History

CFS Investment Advisory Services’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	$463K	Sell	7,383 -855	-10%	-$51.8K	0.03%	261
2026 Q1	$534K	Sell	8,238 -224	-3%	-$16.1K	0.04%	247
2025 Q4	$566K	Sell	8,462 -799	-9%	-$54K	0.04%	229
2025 Q3	$638K	Sell	9,261 -76	-0.8%	-$5.42K	0.05%	210
2025 Q2	$612K	Sell	9,337 -3,096	-25%	-$203K	0.05%	212
2025 Q1	$813K	Sell	12,433 -1,809	-13%	-$122K	0.07%	183
2024 Q4	$971K	Sell	14,242 -142	-1%	-$10.8K	0.09%	160
2024 Q3	$1.29M	Sell	14,384 -196	-1%	-$16.2K	0.11%	138
2024 Q2	$1.19M	Buy	+14,580	New	+$1.23M	0.1%	126
2023 Q3	–	Sell	-17,216	Closed	-$1.25M	–	161
2023 Q2	$1.25M	Buy	+17,216	New	+$1.18M	0.16%	107
2022 Q3	–	Sell	-23,009	Closed	-$1.26M	–	241
2022 Q2	$1.26M	Sell	23,009 -1,693,779	-99%	-$102M	0.19%	108
2022 Q1	$27K	Buy	1,716,788 +1,689,818	+6,266%	+$123M	0.12%	86
2021 Q4	$2.06M	Sell	26,970 -1,574	-6%	-$120K	0.28%	76
2021 Q3	$1.74M	Buy	+28,544	New	+$1.99M	0.24%	102
2020 Q4	$1.7M	Buy	+30,977	New	+$1.71M	0.27%	99

Other funds holding AOS

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

CFS Investment Advisory Services's AOS Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its A.O. Smith (AOS) stake by 10% in Q2 2026, selling an estimated $51.8K and leaving 7,383 shares worth $463K. The position accounts for 0.03% of the portfolio, ranked #261.

CFS Investment Advisory Services first reported a position in AOS in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.06M in Q4 2021. 110 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

CFS Investment Advisory Services held 7,383 shares of A.O. Smith worth $463K as of Q2 2026.
CFS Investment Advisory Services sold 855 A.O. Smith shares in Q2 2026, an estimated $51.8K.
A.O. Smith made up 0.03% of CFS Investment Advisory Services's portfolio in Q2 2026, its #261 holding.
CFS Investment Advisory Services first reported a position in A.O. Smith in Q4 2020 and has held it in 15 quarters since.
CFS Investment Advisory Services's A.O. Smith position peaked at $2.06M in Q4 2021.
110 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.