Cypress Advisory Group’s A.O. Smith AOS Stock Holding History

Cypress Advisory 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	$1.39M	Buy	22,196 +2,894	+15%	+$175K	1.08%	28
2026 Q1	$1.27M	Hold	19,302	–	–	0.97%	31
2025 Q4	$1.29M	Sell	19,302 -63	-0.3%	-$4.26K	0.95%	35
2025 Q3	$1.42M	Buy	19,365 +2,965	+18%	+$212K	1.05%	31
2025 Q2	$1.08M	Buy	16,400 +5,700	+53%	+$373K	0.83%	39
2025 Q1	$699K	Buy	10,700 +780	+8%	+$52.7K	0.64%	41
2024 Q4	$677K	Buy	+9,920	New	+$751K	0.62%	43

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

Cypress Advisory Group's AOS Position: Q2 2026 in Review

Cypress Advisory Group increased its A.O. Smith (AOS) stake by 15% in Q2 2026, buying an estimated $175K and bringing the position to 22,196 shares worth $1.39M. The position accounts for 1.08% of the portfolio, ranked #28.

Cypress Advisory Group first reported a position in AOS in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.42M in Q3 2025. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Cypress Advisory Group held 22,196 shares of A.O. Smith worth $1.39M as of Q2 2026.
Cypress Advisory Group bought 2,894 A.O. Smith shares in Q2 2026, an estimated $175K.
A.O. Smith made up 1.08% of Cypress Advisory Group's portfolio in Q2 2026, its #28 holding.
Cypress Advisory Group first reported a position in A.O. Smith in Q4 2024 and has held it in 7 quarters since.
Cypress Advisory Group's A.O. Smith position peaked at $1.42M in Q3 2025.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Cypress Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.