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 Q3	$18.5K	Buy	328 +138	+73%	+$8.32K	﹤0.01%	1826
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	$9.9K	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	–	1654
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 $8.93B AUM 11.81% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CoreCap Advisors's AOS Position: Q3 2026 in Review

CoreCap Advisors increased its A.O. Smith (AOS) stake by 73% in Q3 2026, buying an estimated $8.32K and bringing the position to 328 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

CoreCap Advisors first reported a position in AOS in Q4 2021 and has held it in 13 quarters since. The position peaked at $20.2K in Q4 2025. 134 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

CoreCap Advisors held 328 shares of A.O. Smith worth $18.5K as of Q3 2026.
CoreCap Advisors bought 138 A.O. Smith shares in Q3 2026, an estimated $8.32K.
A.O. Smith made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1826 holding.
CoreCap Advisors first reported a position in A.O. Smith in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's A.O. Smith position peaked at $20.2K in Q4 2025.
134 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.