CX Institutional
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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
Q3 		$5.48M Buy
97,234
+27,943
+40% +$1.68M 0.15% 155
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% +$13.6K 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

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Harvey Investment Company
Harvey Investment Company Louisville, Kentucky $926M AUM 8.2% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

CX Institutional's AOS Position: Q3 2026 in Review

CX Institutional increased its A.O. Smith (AOS) stake by 40% in Q3 2026, buying an estimated $1.68M and bringing the position to 97,234 shares worth $5.48M. The position accounts for 0.15% of the portfolio, ranked #155.

CX Institutional first reported a position in AOS in Q1 2019 and has held it in 19 quarters since. 94 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

  • CX Institutional held 97,234 shares of A.O. Smith worth $5.48M as of Q3 2026.
  • CX Institutional bought 27,943 A.O. Smith shares in Q3 2026, an estimated $1.68M.
  • A.O. Smith made up 0.15% of CX Institutional's portfolio in Q3 2026, its #155 holding.
  • CX Institutional first reported a position in A.O. Smith in Q1 2019 and has held it in 19 quarters since.
  • 94 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.