CI Investments Inc
AOS icon

CI Investments Inc’s A.O. Smith AOS Stock Holding History

CI Investments Inc’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 		$495K Buy
7,894
+2,413
+44% +$146K ﹤0.01% 634
2026
Q1 		$361K Sell
5,481
-53
-1% -$3.82K ﹤0.01% 524
2025
Q4 		$370K Buy
5,534
+92
+2% +$6.22K ﹤0.01% 542
2025
Q3 		$399K Sell
5,442
-498
-8% -$35.5K ﹤0.01% 553
2025
Q2 		$389K Sell
5,940
-248
-4% -$16.2K ﹤0.01% 570
2025
Q1 		$404K Buy
6,188
+566
+10% +$38.3K ﹤0.01% 570
2024
Q4 		$383K Buy
5,622
+2,734
+95% +$207K ﹤0.01% 568
2024
Q3 		$259K Buy
2,888
+347
+14% +$28.7K ﹤0.01% 597
2024
Q2 		$208K Buy
2,541
+22
+0.9% +$1.86K ﹤0.01% 622
2024
Q1 		$225K Buy
2,519
+360
+17% +$29.7K ﹤0.01% 667
2023
Q4 		$178K Sell
2,159
-327
-13% -$24.1K ﹤0.01% 686
2023
Q3 		$164K Buy
2,486
+44
+2% +$3.12K ﹤0.01% 695
2023
Q2 		$178K Buy
2,442
+154
+7% +$10.5K ﹤0.01% 662
2023
Q1 		$158K Buy
2,288
+11
+0.5% +$715 ﹤0.01% 636
2022
Q4 		$130K Buy
2,277
+327
+17% +$18.3K ﹤0.01% 686
2022
Q3 		$95K Sell
1,950
-42
-2% -$2.41K ﹤0.01% 714
2022
Q2 		$109K Sell
1,992
-1,018
-34% -$61.1K ﹤0.01% 702
2022
Q1 		$192K Sell
3,010
-507
-14% -$36.9K ﹤0.01% 708
2021
Q4 		$302K Sell
3,517
-2,700
-43% -$206K ﹤0.01% 683
2021
Q3 		$380K Buy
6,217
+126
+2% +$8.8K ﹤0.01% 649
2021
Q2 		$439K Buy
6,091
+2,304
+61% +$159K ﹤0.01% 643
2021
Q1 		$256K Sell
3,787
-822
-18% -$50K ﹤0.01% 631
2020
Q4 		$253K Buy
4,609
+2,499
+118% +$138K ﹤0.01% 631
2020
Q3 		$111K Buy
+2,110
New +$105K ﹤0.01% 646
2020
Q1 		– Sell
-51,000
Closed -$2.43M – 569
2019
Q4 		$2.43M Buy
51,000
+4,000
+9% +$194K 0.01% 298
2019
Q3 		$2.24M Buy
47,000
+32,000
+213% +$1.48M 0.01% 316
2019
Q2 		$707K Buy
+15,000
New +$736K ﹤0.01% 277
2019
Q1 		– Sell
-69,900
Closed -$2.98M – 328
2018
Q4 		$2.98M Buy
+69,900
New +$3.22M 0.02% 243

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

CI Investments Inc's AOS Position: Q2 2026 in Review

CI Investments Inc increased its A.O. Smith (AOS) stake by 44% in Q2 2026, buying an estimated $146K and bringing the position to 7,894 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

CI Investments Inc first reported a position in AOS in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.98M in Q4 2018. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • CI Investments Inc held 7,894 shares of A.O. Smith worth $495K as of Q2 2026.
  • CI Investments Inc bought 2,413 A.O. Smith shares in Q2 2026, an estimated $146K.
  • A.O. Smith made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #634 holding.
  • CI Investments Inc first reported a position in A.O. Smith in Q4 2018 and has held it in 28 quarters since.
  • CI Investments Inc's A.O. Smith position peaked at $2.98M in Q4 2018.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.