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WealthPLAN Partners’s A.O. Smith AOS Stock Holding History

WealthPLAN Partners’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 		$420K Sell
6,364
-4,413
-41% -$318K 0.08% 172
2025
Q4 		$721K Sell
10,777
-1,303
-11% -$88K 0.11% 149
2025
Q3 		$887K Buy
12,080
+158
+1% +$11.3K 0.13% 134
2025
Q2 		$782K Sell
11,922
-7,925
-40% -$518K 0.13% 140
2025
Q1 		$1.3M Buy
19,847
+2,836
+17% +$192K 0.18% 108
2024
Q4 		$1.16M Sell
17,011
-5,925
-26% -$449K 0.16% 119
2024
Q3 		$2.06M Sell
22,936
-11,589
-34% -$959K 0.28% 90
2024
Q2 		$2.82M Buy
34,525
+971
+3% +$82.2K 0.3% 88
2024
Q1 		$3M Buy
+33,554
New +$2.77M 0.31% 98
2023
Q3 		– Sell
-97
Closed -$7.06K – 352
2023
Q2 		$7.06K Buy
+97
New +$6.64K ﹤0.01% 851

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