Corient Private Wealth
AOS icon

Corient Private Wealth’s A.O. Smith AOS Stock Holding History

Corient Private Wealth’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
Q1 		$14.5M Buy
220,554
+19,087
+9% +$1.38M 0.02% 492
2025
Q4 		$6.25M Buy
201,467
+167,655
+496% +$11.3M ﹤0.01% 959
2025
Q3 		$2.48M Sell
33,812
-1,237
-4% -$88.3K ﹤0.01% 971
2025
Q2 		$2.3M Buy
35,049
+1,342
+4% +$87.8K ﹤0.01% 978
2025
Q1 		$2.2M Sell
33,707
-12,709
-27% -$859K ﹤0.01% 946
2024
Q4 		$3.17M Buy
46,416
+5,972
+15% +$452K 0.01% 835
2024
Q3 		$3.63M Sell
40,444
-10,403
-20% -$861K 0.01% 851
2024
Q2 		$4.16M Buy
50,847
+144
+0.3% +$12.2K 0.01% 756
2024
Q1 		$4.54M Buy
50,703
+2,948
+6% +$243K 0.01% 729
2023
Q4 		$3.94M Sell
47,755
-102
-0.2% -$7.52K 0.01% 768
2023
Q3 		$3.16M Sell
47,857
-706
-1% -$50.1K 0.01% 762
2023
Q2 		$3.53M Sell
48,563
-28,473
-37% -$1.95M 0.01% 727
2023
Q1 		$5.33M Buy
+77,036
New +$5.01M 0.01% 575

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