Creative Planning’s A.O. Smith AOS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.8M | Buy |
103,143
+22,704
| +28% | +$1.64M | ﹤0.01% | 963 |
|
|
2025
Q4 | $5.38M | Buy |
80,439
+14,278
| +22% | +$965K | ﹤0.01% | 954 |
|
|
2025
Q3 | $4.86M | Buy |
66,161
+12,754
| +24% | +$910K | ﹤0.01% | 904 |
|
|
2025
Q2 | $3.5M | Sell |
53,407
-1,945
| -4% | -$127K | ﹤0.01% | 944 |
|
|
2025
Q1 | $3.62M | Buy |
55,352
+1,388
| +3% | +$93.8K | ﹤0.01% | 840 |
|
|
2024
Q4 | $3.68M | Buy |
53,964
+140
| +0.3% | +$10.6K | ﹤0.01% | 802 |
|
|
2024
Q3 | $4.84M | Sell |
53,824
-6,270
| -10% | -$519K | ﹤0.01% | 650 |
|
|
2024
Q2 | $4.91M | Sell |
60,094
-5,417
| -8% | -$458K | 0.01% | 619 |
|
|
2024
Q1 | $5.86M | Sell |
65,511
-12,951
| -17% | -$1.07M | 0.01% | 558 |
|
|
2023
Q4 | $6.47M | Buy |
78,462
+3,934
| +5% | +$290K | 0.01% | 501 |
|
|
2023
Q3 | $4.93M | Buy |
74,528
+58,072
| +353% | +$4.12M | 0.01% | 545 |
|
|
2023
Q2 | $1.2M | Buy |
16,456
+326
| +2% | +$22.3K | ﹤0.01% | 1042 |
|
|
2023
Q1 | $1.12M | Buy |
16,130
+179
| +1% | +$11.6K | ﹤0.01% | 1023 |
|
|
2022
Q4 | $913K | Buy |
15,951
+1,861
| +13% | +$104K | ﹤0.01% | 1081 |
|
|
2022
Q3 | $685K | Buy |
14,090
+1,236
| +10% | +$71K | ﹤0.01% | 1146 |
|
|
2022
Q2 | $703K | Buy |
12,854
+7,837
| +156% | +$470K | ﹤0.01% | 1133 |
|
|
2022
Q1 | $321K | Sell |
5,017
-338
| -6% | -$24.6K | ﹤0.01% | 1588 |
|
|
2021
Q4 | $460K | Buy |
5,355
+715
| +15% | +$54.5K | ﹤0.01% | 1355 |
|
|
2021
Q3 | $283K | Sell |
4,640
-146
| -3% | -$10.2K | ﹤0.01% | 1628 |
|
|
2021
Q2 | $345K | Buy |
4,786
+322
| +7% | +$22.2K | ﹤0.01% | 1491 |
|
|
2021
Q1 | $302K | Buy |
4,464
+559
| +14% | +$34K | ﹤0.01% | 1796 |
|
|
2020
Q4 | $214K | Buy |
+3,905
| New | +$215K | ﹤0.01% | 1847 |
|
|
2020
Q1 | – | Sell |
-5,453
| Closed | -$260K | – | 1874 |
|
|
2019
Q4 | $260K | Buy |
+5,453
| New | +$264K | ﹤0.01% | 1489 |
|
|
2019
Q3 | – | Sell |
-4,278
| Closed | -$202K | – | 1992 |
|
|
2019
Q2 | $202K | Buy |
4,278
+209
| +5% | +$10.2K | ﹤0.01% | 1616 |
|
|
2019
Q1 | $217K | Buy |
+4,069
| New | +$202K | ﹤0.01% | 1531 |
|
|
2018
Q3 | – | Sell |
-3,392
| Closed | -$201K | – | 2079 |
|
|
2018
Q2 | $201K | Buy |
+3,392
| New | +$214K | ﹤0.01% | 1636 |
|
|
2017
Q3 | – | Sell |
-2,394
| Closed | -$135K | – | 1974 |
|
|
2017
Q2 | $135K | Sell |
2,394
-555
| -19% | -$30K | ﹤0.01% | 1770 |
|
|
2017
Q1 | $151K | Buy |
2,949
+1,672
| +131% | +$83K | ﹤0.01% | 1672 |
|
|
2016
Q4 | $60K | Sell |
1,277
-51
| -4% | -$2.46K | ﹤0.01% | 2236 |
|
|
2016
Q3 | $66K | Buy |
1,328
+932
| +235% | +$43.5K | ﹤0.01% | 2147 |
|
|
2016
Q2 | $17K | Sell |
396
-674
| -63% | -$27.2K | ﹤0.01% | 2897 |
|
|
2016
Q1 | $41K | Buy |
1,070
+746
| +230% | +$26.1K | ﹤0.01% | 2228 |
|
|
2015
Q4 | $12K | Sell |
324
-128
| -28% | -$4.83K | ﹤0.01% | 3171 |
|
|
2015
Q3 | $15K | Buy |
+452
| New | +$15.4K | ﹤0.01% | 2936 |
|
|
2015
Q2 | – | Sell |
-2,652
| Closed | -$87K | – | 1194 |
|
|
2015
Q1 | $87K | Hold |
2,652
| – | – | ﹤0.01% | 1644 |
|
|
2014
Q4 | $75K | Hold |
2,652
| – | – | ﹤0.01% | 1720 |
|
|
2014
Q3 | $63K | Hold |
2,652
| – | – | ﹤0.01% | 1756 |
|
|
2014
Q2 | $66K | Hold |
2,652
| – | – | ﹤0.01% | 1687 |
|
|
2014
Q1 | $61K | Hold |
2,652
| – | – | ﹤0.01% | 1674 |
|
|
2013
Q4 | $72K | Buy |
2,652
+1,560
| +143% | +$40K | ﹤0.01% | 1373 |
|
|
2013
Q3 | $25K | Buy |
1,092
+772
| +241% | +$16.1K | ﹤0.01% | 1958 |
|
|
2013
Q2 | $6K | Buy |
+320
| New | +$5.98K | ﹤0.01% | 2460 |
|
Other funds holding AOS
VCM
VPM
Creative Planning's AOS Position: Q1 2026 in Review
Creative Planning increased its A.O. Smith (AOS) stake by 28% in Q1 2026, buying an estimated $1.64M and bringing the position to 103,143 shares worth $6.8M. The position accounts for ﹤0.01% of the portfolio, ranked #963.
Creative Planning first reported a position in AOS in Q2 2013 and has held it in 42 quarters since. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.
- Creative Planning held 103,143 shares of A.O. Smith worth $6.8M as of Q1 2026.
- Creative Planning bought 22,704 A.O. Smith shares in Q1 2026, an estimated $1.64M.
- A.O. Smith made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #963 holding.
- Creative Planning first reported a position in A.O. Smith in Q2 2013 and has held it in 42 quarters since.
- 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.