Connor, Clark & Lunn Investment Management (CC&L)
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Connor, Clark & Lunn Investment Management (CC&L)’s A.O. Smith AOS Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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 		$243K Sell
3,878
-43,046
-92% -$2.61M ﹤0.01% 1532
2026
Q1 		$3.09M Sell
46,924
-55,747
-54% -$4.02M 0.01% 830
2025
Q4 		$6.87M Buy
102,671
+68,333
+199% +$4.62M 0.02% 562
2025
Q3 		$2.52M Sell
34,338
-71,532
-68% -$5.1M 0.01% 787
2025
Q2 		$6.94M Buy
+105,870
New +$6.93M 0.02% 498
2024
Q3 		– Sell
-94,642
Closed -$7.74M – 1419
2024
Q2 		$7.74M Buy
94,642
+82,355
+670% +$6.97M 0.03% 323
2024
Q1 		$1.1M Buy
+12,287
New +$1.01M ﹤0.01% 851
2022
Q2 		– Sell
-37,151
Closed -$2.37M – 1031
2022
Q1 		$2.37M Sell
37,151
-86,783
-70% -$6.32M 0.01% 459
2021
Q4 		$10.6M Buy
123,934
+4,460
+4% +$340K 0.05% 235
2021
Q3 		$7.3M Buy
119,474
+39,523
+49% +$2.76M 0.04% 285
2021
Q2 		$5.76M Buy
79,951
+6,734
+9% +$465K 0.03% 329
2021
Q1 		$4.95M Sell
73,217
-8,705
-11% -$529K 0.03% 357
2020
Q4 		$4.49M Buy
81,922
+63,964
+356% +$3.53M 0.03% 364
2020
Q3 		$948K Buy
+17,958
New +$897K 0.01% 635
2020
Q2 		– Sell
-202,408
Closed -$7.65M – 1005
2020
Q1 		$7.65M Buy
+202,408
New +$8.63M 0.07% 196
2019
Q3 		– Sell
-121,725
Closed -$5.74M – 952
2019
Q2 		$5.74M Sell
121,725
-5,825
-5% -$286K 0.04% 258
2019
Q1 		$6.8M Buy
127,550
+103,550
+431% +$5.15M 0.04% 236
2018
Q4 		$1.02M Buy
+24,000
New +$1.1M 0.01% 547
2016
Q4 		– Sell
-15,400
Closed -$761K – 887
2016
Q3 		$761K Buy
+15,400
New +$719K 0.01% 502

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

Connor, Clark & Lunn Investment Management (CC&L)'s AOS Position: Q2 2026 in Review

Connor, Clark & Lunn Investment Management (CC&L) reduced its A.O. Smith (AOS) stake by 92% in Q2 2026, selling an estimated $2.61M and leaving 3,878 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #1532.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in AOS in Q3 2016 and has held it in 19 quarters since. The position peaked at $10.6M in Q4 2021. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Connor, Clark & Lunn Investment Management (CC&L) held 3,878 shares of A.O. Smith worth $243K as of Q2 2026.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 43,046 A.O. Smith shares in Q2 2026, an estimated $2.61M.
  • A.O. Smith made up ﹤0.01% of Connor, Clark & Lunn Investment Management (CC&L)'s portfolio in Q2 2026, its #1532 holding.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in A.O. Smith in Q3 2016 and has held it in 19 quarters since.
  • Connor, Clark & Lunn Investment Management (CC&L)'s A.O. Smith position peaked at $10.6M in Q4 2021.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q2 2026, filed 13 Aug 2026.