CWM
AOS icon

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
Q3 		$486K Buy
8,629
+1,099
+15% +$66.3K 0.02% 500
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
2017
Q3 		– Sell
-4,100
Closed -$234K – 388
2017
Q2 		$234K Buy
+4,100
New +$221K 0.05% 322

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cornerstone Wealth Management's AOS Position: Q3 2026 in Review

Cornerstone Wealth Management increased its A.O. Smith (AOS) stake by 15% in Q3 2026, buying an estimated $66.3K and bringing the position to 8,629 shares worth $486K. The position accounts for 0.02% of the portfolio, ranked #500.

Cornerstone Wealth Management first reported a position in AOS in Q2 2017 and has held it in 12 quarters since. The position peaked at $503K in Q3 2025. 381 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • Cornerstone Wealth Management held 8,629 shares of A.O. Smith worth $486K as of Q3 2026.
  • Cornerstone Wealth Management bought 1,099 A.O. Smith shares in Q3 2026, an estimated $66.3K.
  • A.O. Smith made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #500 holding.
  • Cornerstone Wealth Management first reported a position in A.O. Smith in Q2 2017 and has held it in 12 quarters since.
  • Cornerstone Wealth Management's A.O. Smith position peaked at $503K in Q3 2025.
  • 381 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.