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Cornerstone Financial Management’s A.O. Smith AOS Stock Holding History

Cornerstone Financial Management’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 		$564 Buy
9
+1
+13% +$61 ﹤0.01% 1316
2026
Q1 		$528 Hold
8
– – ﹤0.01% 1158
2025
Q4 		$535 Buy
+8
New +$541 ﹤0.01% 1139

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 $3.37T AUM 44.26% 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

Cornerstone Financial Management's AOS Position: Q2 2026 in Review

Cornerstone Financial Management increased its A.O. Smith (AOS) stake by 13% in Q2 2026, buying an estimated $61 and bringing the position to 9 shares worth $564. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Cornerstone Financial Management first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Cornerstone Financial Management held 9 shares of A.O. Smith worth $564 as of Q2 2026.
  • Cornerstone Financial Management bought 1 A.O. Smith share in Q2 2026, an estimated $61.
  • A.O. Smith made up ﹤0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #1316 holding.
  • Cornerstone Financial Management first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.