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 Q2	$1.98M	Sell	31,556 -188,998	-86%	-$11.5M	﹤0.01%	1408
2026 Q1	$14.5M	Buy	220,554 +171,800	+352%	+$12.4M	0.02%	492
2025 Q4	$3.26M	Buy	48,754 +14,942	+44%	+$1.01M	﹤0.01%	935
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

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Corient Private Wealth's AOS Position: Q2 2026 in Review

Corient Private Wealth reduced its A.O. Smith (AOS) stake by 86% in Q2 2026, selling an estimated $11.5M and leaving 31,556 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1408.

Corient Private Wealth first reported a position in AOS in Q1 2023 and has held it in 14 quarters since. The position peaked at $14.5M in Q1 2026. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Corient Private Wealth held 31,556 shares of A.O. Smith worth $1.98M as of Q2 2026.
Corient Private Wealth sold 188,998 A.O. Smith shares in Q2 2026, an estimated $11.5M.
A.O. Smith made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1408 holding.
Corient Private Wealth first reported a position in A.O. Smith in Q1 2023 and has held it in 14 quarters since.
Corient Private Wealth's A.O. Smith position peaked at $14.5M in Q1 2026.
614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.