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CWA Asset Management Group’s A.O. Smith AOS Stock Holding History

CWA Asset Management Group’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 		$3.43M Buy
54,678
+23,644
+76% +$1.43M 0.1% 201
2026
Q1 		$2.05M Buy
+31,034
New +$2.24M 0.07% 260
2025
Q4 		– Sell
-2,859
Closed -$210K – 651
2025
Q3 		$210K Buy
+2,859
New +$204K 0.01% 632
2024
Q4 		– Sell
-2,672
Closed -$240K – 563
2024
Q3 		$240K Buy
+2,672
New +$221K 0.01% 524
2024
Q1 		$384K Buy
4,294
+772
+22% +$63.7K 0.02% 362
2023
Q4 		$290K Buy
+3,522
New +$260K 0.02% 339

Other funds holding AOS

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

CWA Asset Management Group's AOS Position: Q2 2026 in Review

CWA Asset Management Group increased its A.O. Smith (AOS) stake by 76% in Q2 2026, buying an estimated $1.43M and bringing the position to 54,678 shares worth $3.43M. The position accounts for 0.1% of the portfolio, ranked #201.

CWA Asset Management Group first reported a position in AOS in Q4 2023 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • CWA Asset Management Group held 54,678 shares of A.O. Smith worth $3.43M as of Q2 2026.
  • CWA Asset Management Group bought 23,644 A.O. Smith shares in Q2 2026, an estimated $1.43M.
  • A.O. Smith made up 0.1% of CWA Asset Management Group's portfolio in Q2 2026, its #201 holding.
  • CWA Asset Management Group first reported a position in A.O. Smith in Q4 2023 and has held it in 6 quarters since.
  • 286 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.