WealthPlan Investment Management’s A.O. Smith AOS Stock Holding History

WealthPlan Investment Management’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	$592K	Sell	9,442 -4,172	-31%	-$253K	0.03%	290
2026 Q1	$898K	Sell	13,614 -7,962	-37%	-$574K	0.05%	231
2025 Q4	$1.44M	Sell	21,576 -22,698	-51%	-$1.53M	0.09%	167
2025 Q3	$3.25M	Sell	44,274 -644	-1%	-$46K	0.22%	104
2025 Q2	$2.95M	Buy	44,918 +7,942	+21%	+$520K	0.21%	101
2025 Q1	$2.42M	Buy	36,976 +7,581	+26%	+$512K	0.24%	91
2024 Q4	$2.01M	Sell	29,395 -6,811	-19%	-$516K	0.2%	102
2024 Q3	$3.25M	Buy	36,206 +17,079	+89%	+$1.41M	0.33%	80
2024 Q2	$1.56M	Buy	19,127 +736	+4%	+$62.3K	0.24%	84
2024 Q1	$1.65M	Buy	+18,391	New	+$1.52M	0.25%	80

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's AOS Position: Q2 2026 in Review

WealthPlan Investment Management reduced its A.O. Smith (AOS) stake by 31% in Q2 2026, selling an estimated $253K and leaving 9,442 shares worth $592K. The position accounts for 0.03% of the portfolio, ranked #290.

WealthPlan Investment Management first reported a position in AOS in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.25M in Q3 2024. 615 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

WealthPlan Investment Management held 9,442 shares of A.O. Smith worth $592K as of Q2 2026.
WealthPlan Investment Management sold 4,172 A.O. Smith shares in Q2 2026, an estimated $253K.
A.O. Smith made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #290 holding.
WealthPlan Investment Management first reported a position in A.O. Smith in Q1 2024 and has held it in 10 quarters since.
WealthPlan Investment Management's A.O. Smith position peaked at $3.25M in Q3 2024.
615 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.