APFP
AOS icon

Action Point Financial Planning’s A.O. Smith AOS Stock Holding History

Action Point Financial Planning’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 		$8.16K Buy
+133
New +$8.06K ﹤0.01% 1558

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

Action Point Financial Planning's AOS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in A.O. Smith (AOS) in Q2 2026: 133 shares worth $8.16K. The stake represents ﹤0.01% of the portfolio and ranks #1558 among its holdings.

605 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Action Point Financial Planning held 133 shares of A.O. Smith worth $8.16K as of Q2 2026.
  • A.O. Smith was a new Action Point Financial Planning position in Q2 2026.
  • A.O. Smith made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1558 holding.
  • 605 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.