Cromwell Holdings’s A.O. Smith AOS Stock Holding History

Cromwell Holdings’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	$14.3K	Sell	228 -80	-26%	-$4.85K	0.01%	596
2026 Q1	$20.3K	Hold	308	–	–	0.01%	554
2025 Q4	$20.6K	Hold	308	–	–	0.01%	563
2025 Q3	$22.6K	Hold	308	–	–	0.01%	570
2025 Q2	$20.2K	Buy	308 +12	+4%	+$785	0.01%	559
2025 Q1	$19.3K	Hold	296	–	–	0.01%	561
2024 Q4	$20.2K	Hold	296	–	–	0.01%	572
2024 Q3	$26.6K	Hold	296	–	–	0.02%	548
2024 Q2	$24.2K	Buy	+296	New	+$25.1K	0.01%	551

Other funds holding AOS

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return