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

Financial Planning Hawaii’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 Q1	–	Sell	-3,147	Closed	-$210K	–	125
2025 Q4	$210K	Buy	+3,147	New	+$213K	0.12%	127

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Planning Hawaii's AOS Position: Q1 2026 in Review

Financial Planning Hawaii sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 3,147 shares — an estimated $210K sold.

Financial Planning Hawaii first reported a position in AOS in Q4 2025 and held it in 1 quarter. The position peaked at $210K in Q4 2025. 632 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

Financial Planning Hawaii reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
Financial Planning Hawaii sold 3,147 A.O. Smith shares in Q1 2026, an estimated $210K.
Financial Planning Hawaii first reported a position in A.O. Smith in Q4 2025 and held it in 1 quarter.
Financial Planning Hawaii's A.O. Smith position peaked at $210K in Q4 2025.
632 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Financial Planning Hawaii's 13F filing for Q1 2026, filed 21 Apr 2026.