Creative Financial Designs’s A.O. Smith AOS Stock Holding History

Creative Financial Designs’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	$110K	Buy	1,752 +576	+49%	+$34.9K	0.01%	772
2026 Q1	$77.5K	Buy	1,176 +782	+198%	+$56.4K	﹤0.01%	752
2025 Q4	$26.4K	Buy	394 +383	+3,482%	+$25.9K	﹤0.01%	1074
2025 Q3	$815	Hold	11	–	–	﹤0.01%	1836
2025 Q2	$725	Buy	+11	New	+$720	﹤0.01%	1848
2024 Q3	–	Sell	-59	Closed	-$4.83K	–	1682
2024 Q2	$4.83K	Hold	59	–	–	﹤0.01%	1319
2024 Q1	$5.28K	Hold	59	–	–	﹤0.01%	1297
2023 Q4	$4.86K	Hold	59	–	–	﹤0.01%	1267
2023 Q3	$3.9K	Buy	+59	New	+$4.19K	﹤0.01%	1230
2021 Q4	–	Sell	-407	Closed	-$25K	–	1203
2021 Q3	$25K	Hold	407	–	–	﹤0.01%	803
2021 Q2	$29K	Hold	407	–	–	0.01%	759
2021 Q1	$28K	Hold	407	–	–	0.01%	699
2020 Q4	$22K	Hold	407	–	–	﹤0.01%	693
2020 Q3	$21K	Hold	407	–	–	0.01%	642
2020 Q2	$19K	Buy	+407	New	+$17.8K	0.01%	611

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Financial Designs's AOS Position: Q2 2026 in Review

Creative Financial Designs increased its A.O. Smith (AOS) stake by 49% in Q2 2026, buying an estimated $34.9K and bringing the position to 1,752 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #772.

Creative Financial Designs first reported a position in AOS in Q2 2020 and has held it in 15 quarters since. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Creative Financial Designs held 1,752 shares of A.O. Smith worth $110K as of Q2 2026.
Creative Financial Designs bought 576 A.O. Smith shares in Q2 2026, an estimated $34.9K.
A.O. Smith made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #772 holding.
Creative Financial Designs first reported a position in A.O. Smith in Q2 2020 and has held it in 15 quarters since.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.