Cornerstone Planning Group
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Cornerstone Planning Group’s A.O. Smith AOS Stock Holding History

Cornerstone Planning Group’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 		– Sell
-3
Closed -$178 – 257
2026
Q2 		$178 Buy
+3
New +$182 ﹤0.01% 1809
2026
Q1 		– Sell
-2
Closed -$139 – 1828
2025
Q4 		$139 Buy
+2
New +$135 ﹤0.01% 1643
2025
Q1 		– Sell
-7
Closed -$500 – 1564
2024
Q4 		$500 Buy
+7
New +$530 ﹤0.01% 1136
2024
Q3 		– Sell
-9
Closed -$735 – 1304
2024
Q2 		$735 Buy
+9
New +$762 ﹤0.01% 1014

Other funds holding AOS

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
CWA Asset Management Group
CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Cornerstone Planning Group's AOS Position: Q3 2026 in Review

Cornerstone Planning Group sold out of A.O. Smith (AOS) in Q3 2026, closing a stake of 3 shares — an estimated $178 sold.

Cornerstone Planning Group first reported a position in AOS in Q2 2024 and held it in 4 quarters. The position peaked at $735 in Q2 2024. 82 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Cornerstone Planning Group reported no remaining A.O. Smith position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 3 A.O. Smith shares in Q3 2026, an estimated $178.
  • Cornerstone Planning Group first reported a position in A.O. Smith in Q2 2024 and held it in 4 quarters.
  • Cornerstone Planning Group's A.O. Smith position peaked at $735 in Q2 2024.
  • 82 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.