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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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cromwell Holdings's AOS Position: Q2 2026 in Review

Cromwell Holdings reduced its A.O. Smith (AOS) stake by 26% in Q2 2026, selling an estimated $4.85K and leaving 228 shares worth $14.3K. The position accounts for 0.01% of the portfolio, ranked #596.

Cromwell Holdings first reported a position in AOS in Q2 2024 and has held it in 9 quarters since. The position peaked at $26.6K in Q3 2024. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Cromwell Holdings held 228 shares of A.O. Smith worth $14.3K as of Q2 2026.
  • Cromwell Holdings sold 80 A.O. Smith shares in Q2 2026, an estimated $4.85K.
  • A.O. Smith made up 0.01% of Cromwell Holdings's portfolio in Q2 2026, its #596 holding.
  • Cromwell Holdings first reported a position in A.O. Smith in Q2 2024 and has held it in 9 quarters since.
  • Cromwell Holdings's A.O. Smith position peaked at $26.6K in Q3 2024.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.