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Plan Group Financial’s A.O. Smith AOS Stock Holding History

Plan Group Financial’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 		$249K Buy
+3,964
New +$240K 0.05% 205

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

Plan Group Financial's AOS Position: Q2 2026 in Review

Plan Group Financial opened a new position in A.O. Smith (AOS) in Q2 2026: 3,964 shares worth $249K. The stake represents 0.05% of the portfolio and ranks #205 among its holdings.

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

  • Plan Group Financial held 3,964 shares of A.O. Smith worth $249K as of Q2 2026.
  • A.O. Smith was a new Plan Group Financial position in Q2 2026.
  • A.O. Smith made up 0.05% of Plan Group Financial's portfolio in Q2 2026, its #205 holding.
  • 608 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.