Pinnacle Wealth Planning Services’s A.O. Smith AOS Stock Holding History

Pinnacle Wealth Planning Services’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	$99.4K	Sell	1,585 -404	-20%	-$24.5K	0.01%	873
2026 Q1	$131K	Buy	1,989 +246	+14%	+$17.7K	0.01%	659
2025 Q4	$117K	Buy	+1,743	New	+$118K	0.01%	696
2024 Q4	–	Sell	-4,006	Closed	-$360K	–	401
2024 Q3	$360K	Buy	4,006 +28	+0.7%	+$2.32K	0.05%	252
2024 Q2	$325K	Sell	3,978 -29	-0.7%	-$2.45K	0.05%	269
2024 Q1	$358K	Buy	4,007 +1,372	+52%	+$113K	0.05%	255
2023 Q4	$217K	Buy	+2,635	New	+$194K	0.03%	373
2021 Q1	–	Sell	-1,024	Closed	-$56K	–	434
2020 Q4	$56K	Buy	+1,024	New	+$56.4K	0.01%	733

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's AOS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its A.O. Smith (AOS) stake by 20% in Q2 2026, selling an estimated $24.5K and leaving 1,585 shares worth $99.4K. The position accounts for 0.01% of the portfolio, ranked #873.

Pinnacle Wealth Planning Services first reported a position in AOS in Q4 2020 and has held it in 8 quarters since. The position peaked at $360K in Q3 2024. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Pinnacle Wealth Planning Services held 1,585 shares of A.O. Smith worth $99.4K as of Q2 2026.
Pinnacle Wealth Planning Services sold 404 A.O. Smith shares in Q2 2026, an estimated $24.5K.
A.O. Smith made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #873 holding.
Pinnacle Wealth Planning Services first reported a position in A.O. Smith in Q4 2020 and has held it in 8 quarters since.
Pinnacle Wealth Planning Services's A.O. Smith position peaked at $360K in Q3 2024.
612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.