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W.H. Cornerstone Investments’s A.O. Smith AOS Stock Holding History

W.H. Cornerstone Investments’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 		$375K Buy
5,980
+2,409
+67% +$146K 0.21% 97
2026
Q1 		$235K Buy
+3,571
New +$257K 0.15% 116

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

W.H. Cornerstone Investments's AOS Position: Q2 2026 in Review

W.H. Cornerstone Investments increased its A.O. Smith (AOS) stake by 67% in Q2 2026, buying an estimated $146K and bringing the position to 5,980 shares worth $375K. The position accounts for 0.21% of the portfolio, ranked #97.

W.H. Cornerstone Investments first reported a position in AOS in Q1 2026 and has held it in 2 quarters since. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • W.H. Cornerstone Investments held 5,980 shares of A.O. Smith worth $375K as of Q2 2026.
  • W.H. Cornerstone Investments bought 2,409 A.O. Smith shares in Q2 2026, an estimated $146K.
  • A.O. Smith made up 0.21% of W.H. Cornerstone Investments's portfolio in Q2 2026, its #97 holding.
  • W.H. Cornerstone Investments first reported a position in A.O. Smith in Q1 2026 and has held it in 2 quarters since.
  • 614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on W.H. Cornerstone Investments's 13F filing for Q2 2026, filed 7 Aug 2026.