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 Q3	$13.1K	Buy	232 +4	+2%	+$241	0.01%	607
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	+$25K	0.01%	551

Other funds holding AOS

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Cromwell Holdings's AOS Position: Q3 2026 in Review

Cromwell Holdings increased its A.O. Smith (AOS) stake by 1.8% in Q3 2026, buying an estimated $241 and bringing the position to 232 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #607.

Cromwell Holdings first reported a position in AOS in Q2 2024 and has held it in 10 quarters since. The position peaked at $26.6K in Q3 2024. 337 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Cromwell Holdings held 232 shares of A.O. Smith worth $13.1K as of Q3 2026.
Cromwell Holdings bought 4 A.O. Smith shares in Q3 2026, an estimated $241.
A.O. Smith made up 0.01% of Cromwell Holdings's portfolio in Q3 2026, its #607 holding.
Cromwell Holdings first reported a position in A.O. Smith in Q2 2024 and has held it in 10 quarters since.
Cromwell Holdings's A.O. Smith position peaked at $26.6K in Q3 2024.
337 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Cromwell Holdings's 13F filing for Q3 2026, filed 28 Oct 2026.