CX Institutional’s A.O. Smith AOS Stock Holding History

CX Institutional’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	$4.35M	Buy	69,291 +8,484	+14%	+$514K	0.13%	170
2026 Q1	$4.01M	Buy	60,807 +57,590	+1,790%	+$4.15M	0.12%	184
2025 Q4	$215K	Buy	3,217 +202	+7%	+$13.7K	0.01%	689
2025 Q3	$221K	Buy	3,015 +2,147	+247%	+$153K	0.01%	662
2025 Q2	$57K	Sell	868 -859	-50%	-$56.2K	﹤0.01%	838
2025 Q1	$113K	Buy	+1,727	New	+$117K	﹤0.01%	728
2022 Q3	–	Sell	-364	Closed	-$20K	–	491
2022 Q2	$20K	Buy	+364	New	+$21.8K	﹤0.01%	839
2021 Q4	–	Sell	-783	Closed	-$48K	–	365
2021 Q3	$48K	Sell	783 -240	-23%	-$16.8K	﹤0.01%	585
2021 Q2	$74K	Sell	1,023 -276	-21%	-$19K	0.01%	492
2021 Q1	$87K	Sell	1,299 -45,578	-97%	-$2.77M	0.01%	399
2020 Q4	$2.57M	Sell	46,877 -9,676	-17%	-$533K	0.25%	122
2020 Q3	$2.99M	Buy	56,553 +12,274	+28%	+$613K	0.32%	83
2020 Q2	$2.12M	Buy	44,279 +8,946	+25%	+$391K	0.28%	90
2020 Q1	$1.34M	Buy	35,333 +35,285	+73,510%	+$1.5M	0.22%	116
2019 Q4	$2K	Hold	48	–	–	﹤0.01%	656
2019 Q3	$2K	Buy	48 +1	+2%	+$46	﹤0.01%	715
2019 Q2	$2K	Buy	47 +13	+38%	+$637	﹤0.01%	739
2019 Q1	$2K	Buy	+34	New	+$1.69K	﹤0.01%	670

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 $3.37T AUM 44.26% 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

CX Institutional's AOS Position: Q2 2026 in Review

CX Institutional increased its A.O. Smith (AOS) stake by 14% in Q2 2026, buying an estimated $514K and bringing the position to 69,291 shares worth $4.35M. The position accounts for 0.13% of the portfolio, ranked #170.

CX Institutional first reported a position in AOS in Q1 2019 and has held it in 18 quarters since. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

CX Institutional held 69,291 shares of A.O. Smith worth $4.35M as of Q2 2026.
CX Institutional bought 8,484 A.O. Smith shares in Q2 2026, an estimated $514K.
A.O. Smith made up 0.13% of CX Institutional's portfolio in Q2 2026, its #170 holding.
CX Institutional first reported a position in A.O. Smith in Q1 2019 and has held it in 18 quarters since.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.