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	–	122
2022 Q2	$1.26M	Buy	+23,009	New	+$1.38M	0.19%	108
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

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 $3.38T AUM 44.17% 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

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 14 quarters since. The position peaked at $2.06M in Q4 2021. 615 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 14 quarters since.
CFS Investment Advisory Services's A.O. Smith position peaked at $2.06M in Q4 2021.
615 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.