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

United Financial Planning Group’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 		– Sell
-57
Closed -$3.76K – 472
2026
Q1 		$3.76K Buy
+57
New +$4.11K ﹤0.01% 367

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

United Financial Planning Group's AOS Position: Q2 2026 in Review

United Financial Planning Group sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 57 shares — an estimated $3.76K sold.

United Financial Planning Group first reported a position in AOS in Q1 2026 and held it in 1 quarter. The position peaked at $3.76K in Q1 2026. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • United Financial Planning Group reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • United Financial Planning Group sold 57 A.O. Smith shares in Q2 2026, an estimated $3.76K.
  • United Financial Planning Group first reported a position in A.O. Smith in Q1 2026 and held it in 1 quarter.
  • United Financial Planning Group's A.O. Smith position peaked at $3.76K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.