CVA Family Office’s A.O. Smith AOS Stock Holding History

CVA Family Office’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	$16.9K	Buy	270 +142	+111%	+$8.61K	﹤0.01%	861
2026 Q1	$8.44K	Buy	128 +33	+35%	+$2.38K	﹤0.01%	1050
2025 Q4	$6.35K	Hold	95	–	–	﹤0.01%	860
2025 Q3	$6.97K	Hold	95	–	–	﹤0.01%	849
2025 Q2	$6.23K	Buy	95 +16	+20%	+$1.05K	﹤0.01%	861
2025 Q1	$5.16K	Sell	79 -7	-8%	-$473	﹤0.01%	891
2024 Q4	$5.87K	Buy	86 +7	+9%	+$530	﹤0.01%	863
2024 Q3	$7.1K	Sell	79 -9	-10%	-$745	﹤0.01%	805
2024 Q2	$7.2K	Buy	88 +9	+11%	+$762	﹤0.01%	787
2024 Q1	$7.07K	Hold	79	–	–	﹤0.01%	802
2023 Q4	$6.51K	Buy	+79	New	+$5.83K	﹤0.01%	783
2023 Q3	–	Sell	-79	Closed	-$5.75K	–	268
2023 Q2	$5.75K	Buy	+79	New	+$5.41K	﹤0.01%	788
2022 Q2	–	Sell	-30	Closed	-$2K	–	902
2022 Q1	$2K	Buy	+30	New	+$2.18K	﹤0.01%	861
2021 Q3	–	Sell	-50	Closed	-$4K	–	390
2021 Q2	$4K	Buy	+50	New	+$3.45K	﹤0.01%	789

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 $3.38T AUM 44.17% 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

CVA Family Office's AOS Position: Q2 2026 in Review

CVA Family Office increased its A.O. Smith (AOS) stake by 111% in Q2 2026, buying an estimated $8.61K and bringing the position to 270 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #861.

CVA Family Office first reported a position in AOS in Q2 2021 and has held it in 14 quarters since. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

CVA Family Office held 270 shares of A.O. Smith worth $16.9K as of Q2 2026.
CVA Family Office bought 142 A.O. Smith shares in Q2 2026, an estimated $8.61K.
A.O. Smith made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #861 holding.
CVA Family Office first reported a position in A.O. Smith in Q2 2021 and has held it in 14 quarters since.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.