CoreCap Advisors’s A.O. Smith AOS Stock Holding History

CoreCap Advisors’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	$11.9K	Sell	190 -96	-34%	-$5.82K	﹤0.01%	2001
2026 Q1	$18.9K	Sell	286 -16	-5%	-$1.15K	﹤0.01%	1690
2025 Q4	$20.2K	Buy	302 +150	+99%	+$10.1K	﹤0.01%	1678
2025 Q3	$11.2K	Buy	152 +1	+0.7%	+$71	﹤0.01%	1894
2025 Q2	$9.91K	Sell	151 -4	-3%	-$262	﹤0.01%	1876
2025 Q1	$10.1K	Buy	155 +2	+1%	+$135	﹤0.01%	1803
2024 Q4	$10.4K	Buy	153 +2	+1%	+$151	﹤0.01%	1761
2024 Q3	$13.6K	Buy	+151	New	+$12.5K	﹤0.01%	1696
2024 Q2	–	Sell	-150	Closed	-$13.4K	–	1656
2024 Q1	$13.4K	Buy	+150	New	+$12.4K	﹤0.01%	1642
2022 Q4	$1.26K	Buy	+22	New	+$1.23K	﹤0.01%	2016
2022 Q3	–	Sell	-22	Closed	-$1K	–	611
2022 Q2	$1K	Buy	+22	New	+$1.32K	﹤0.01%	1944
2022 Q1	–	Sell	-22	Closed	-$2K	–	621
2021 Q4	$2K	Buy	+22	New	+$1.68K	﹤0.01%	1920

Other funds holding AOS

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

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

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

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

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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return