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Peak Retirement Planning’s A.O. Smith AOS Stock Holding History

Peak Retirement 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 		$3.42M Buy
54,556
+23,838
+78% +$1.44M 0.54% 55
2026
Q1 		$2.03M Buy
+30,718
New +$2.21M 0.4% 75

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

Peak Retirement Planning's AOS Position: Q2 2026 in Review

Peak Retirement Planning increased its A.O. Smith (AOS) stake by 78% in Q2 2026, buying an estimated $1.44M and bringing the position to 54,556 shares worth $3.42M. The position accounts for 0.54% of the portfolio, ranked #55.

Peak Retirement Planning first reported a position in AOS in Q1 2026 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Peak Retirement Planning held 54,556 shares of A.O. Smith worth $3.42M as of Q2 2026.
  • Peak Retirement Planning bought 23,838 A.O. Smith shares in Q2 2026, an estimated $1.44M.
  • A.O. Smith made up 0.54% of Peak Retirement Planning's portfolio in Q2 2026, its #55 holding.
  • Peak Retirement Planning first reported a position in A.O. Smith in Q1 2026 and has held it in 2 quarters since.
  • 608 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.