Plancorp LLC’s A.O. Smith AOS Stock Holding History

Plancorp LLC’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 Q3	$236K	Buy	+3,737	New	+$225K	0.01%	406

Other funds holding AOS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $200B AUM 30.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Plancorp LLC's AOS Position: Q3 2026 in Review

Plancorp LLC opened a new position in A.O. Smith (AOS) in Q3 2026: 3,737 shares worth $236K. The stake represents 0.01% of the portfolio and ranks #406 among its holdings.

381 funds tracked by Wall St. Rank hold AOS as of Q3 2026.

Plancorp LLC held 3,737 shares of A.O. Smith worth $236K as of Q3 2026.
A.O. Smith was a new Plancorp LLC position in Q3 2026.
A.O. Smith made up 0.01% of Plancorp LLC's portfolio in Q3 2026, its #406 holding.
381 funds tracked by Wall St. Rank held A.O. Smith as of Q3 2026.

Based on Plancorp LLC's 13F filing for Q3 2026, filed 3 Nov 2026.