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

Cornerstone Wealth 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 		$472K Buy
7,530
+255
+4% +$15.5K 0.02% 506
2026
Q1 		$480K Buy
7,275
+186
+3% +$13.4K 0.02% 459
2025
Q4 		$474K Buy
7,089
+240
+4% +$16.2K 0.02% 436
2025
Q3 		$503K Buy
6,849
+211
+3% +$15.1K 0.03% 416
2025
Q2 		$435K Buy
6,638
+258
+4% +$16.9K 0.03% 420
2025
Q1 		$417K Buy
6,380
+445
+7% +$30.1K 0.03% 409
2024
Q4 		$405K Buy
5,935
+1,155
+24% +$87.5K 0.03% 392
2024
Q3 		$429K Buy
4,780
+322
+7% +$26.6K 0.03% 388
2024
Q2 		$365K Buy
4,458
+512
+13% +$43.3K 0.03% 396
2024
Q1 		$353K Buy
+3,946
New +$325K 0.03% 398
2018
Q4 		– Sell
-34,675
Closed -$571K – 370
2018
Q3 		$571K Buy
34,675
+741
+2% +$43.5K 0.01% 867
2018
Q2 		$575K Buy
+33,934
New +$2.14M 0.01% 959
2017
Q3 		– Sell
-4,100
Closed -$234K – 388
2017
Q2 		$234K Buy
+4,100
New +$221K 0.05% 322

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

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

Cornerstone Wealth Management increased its A.O. Smith (AOS) stake by 3.5% in Q2 2026, buying an estimated $15.5K and bringing the position to 7,530 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #506.

Cornerstone Wealth Management first reported a position in AOS in Q2 2017 and has held it in 13 quarters since. The position peaked at $575K in Q2 2018. 150 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Cornerstone Wealth Management held 7,530 shares of A.O. Smith worth $472K as of Q2 2026.
  • Cornerstone Wealth Management bought 255 A.O. Smith shares in Q2 2026, an estimated $15.5K.
  • A.O. Smith made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Cornerstone Wealth Management first reported a position in A.O. Smith in Q2 2017 and has held it in 13 quarters since.
  • Cornerstone Wealth Management's A.O. Smith position peaked at $575K in Q2 2018.
  • 150 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.