CreativeOne Wealth’s A.O. Smith AOS Stock Holding History

CreativeOne Wealth’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	$1.3M	Buy	20,730 +4,781	+30%	+$290K	0.03%	488
2026 Q1	$1.05M	Buy	+15,949	New	+$1.15M	0.02%	557
2023 Q1	–	Sell	-7,174	Closed	-$411K	–	792
2022 Q4	$411K	Sell	7,174 -1,170	-14%	-$65.4K	0.02%	485
2022 Q3	$405K	Buy	+8,344	New	+$479K	0.02%	455

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

CreativeOne Wealth's AOS Position: Q2 2026 in Review

CreativeOne Wealth increased its A.O. Smith (AOS) stake by 30% in Q2 2026, buying an estimated $290K and bringing the position to 20,730 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #488.

CreativeOne Wealth first reported a position in AOS in Q3 2022 and has held it in 4 quarters since. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

CreativeOne Wealth held 20,730 shares of A.O. Smith worth $1.3M as of Q2 2026.
CreativeOne Wealth bought 4,781 A.O. Smith shares in Q2 2026, an estimated $290K.
A.O. Smith made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #488 holding.
CreativeOne Wealth first reported a position in A.O. Smith in Q3 2022 and has held it in 4 quarters since.
610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.