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Plus Group Wealth Advisors’s A.O. Smith AOS Stock Holding History

Plus Group Wealth Advisors’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 		$269K Sell
4,290
-280
-6% -$17K 0.25% 38
2026
Q1 		$301K Hold
4,570
– – 0.33% 33
2025
Q4 		$306K Buy
+4,570
New +$309K 0.34% 34

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 $3.38T AUM 44.17% 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

Plus Group Wealth Advisors's AOS Position: Q2 2026 in Review

Plus Group Wealth Advisors reduced its A.O. Smith (AOS) stake by 6.1% in Q2 2026, selling an estimated $17K and leaving 4,290 shares worth $269K. The position accounts for 0.25% of the portfolio, ranked #38.

Plus Group Wealth Advisors first reported a position in AOS in Q4 2025 and has held it in 3 quarters since. The position peaked at $306K in Q4 2025. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Plus Group Wealth Advisors held 4,290 shares of A.O. Smith worth $269K as of Q2 2026.
  • Plus Group Wealth Advisors sold 280 A.O. Smith shares in Q2 2026, an estimated $17K.
  • A.O. Smith made up 0.25% of Plus Group Wealth Advisors's portfolio in Q2 2026, its #38 holding.
  • Plus Group Wealth Advisors first reported a position in A.O. Smith in Q4 2025 and has held it in 3 quarters since.
  • Plus Group Wealth Advisors's A.O. Smith position peaked at $306K in Q4 2025.
  • 615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Plus Group Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.