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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Cornerstone Planning Group's AOS Position: Q2 2026 in Review

Cornerstone Planning Group opened a new position in A.O. Smith (AOS) in Q2 2026: 3 shares worth $178. The stake represents ﹤0.01% of the portfolio and ranks #1809 among its holdings. This is a return to the name: Cornerstone Planning Group previously reported a position in AOS as recently as Q4 2025.

Cornerstone Planning Group first reported a position in AOS in Q2 2024 and has held it in 4 quarters since. The position peaked at $735 in Q2 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Cornerstone Planning Group held 3 shares of A.O. Smith worth $178 as of Q2 2026.
  • A.O. Smith was a new Cornerstone Planning Group position in Q2 2026.
  • A.O. Smith made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1809 holding.
  • Cornerstone Planning Group first reported a position in A.O. Smith in Q2 2024 and has held it in 4 quarters since.
  • Cornerstone Planning Group's A.O. Smith position peaked at $735 in Q2 2024.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.