WIM
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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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return