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A. O. Smith Corporation shares owned by Catalytic Wealth RIA

Quarter-by-quarter ownership of A. O. Smith Corporation (AOS) shares owned by Catalytic Wealth RIA from 13F filings

Historical chart of Catalytic Wealth RIA investment in A. O. Smith Corporation

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All positions including A. O. Smith Corporation held by Catalytic Wealth RIA consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in A. O. Smith Corporation by Catalytic Wealth RIA

Quarter filed Position value Share count Share price at filing
2026-06-30 $218k 3.5k 62.72
2026-03-31 $269k 4.1k 65.94
2025-12-31 $375k 5.6k 66.88
2025-09-30 $735k 10k 73.41
2025-06-30 $262k 4.0k 65.57
2025-03-31 $205k 3.1k 65.36

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Top funds holding A. O. Smith Corporation

FMR
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
Invesco
Impax Asset Management Group
American Century Companies
Geode Capital Management
Morgan Stanley
ProShare Advisors
First Trust Advisors
Earnest Partners
Dimensional Fund Advisors
Bank of America Corporation

View all funds holding A. O. Smith Corporation