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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
Q2 		– Sell
-6,364
Closed -$420K – 232
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 $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

WealthPLAN Partners's AOS Position: Q2 2026 in Review

WealthPLAN Partners sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 6,364 shares — an estimated $420K sold.

WealthPLAN Partners first reported a position in AOS in Q2 2023 and held it in 10 quarters. The position peaked at $3M in Q1 2024. 610 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • WealthPLAN Partners reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 6,364 A.O. Smith shares in Q2 2026, an estimated $420K.
  • WealthPLAN Partners first reported a position in A.O. Smith in Q2 2023 and held it in 10 quarters.
  • WealthPLAN Partners's A.O. Smith position peaked at $3M in Q1 2024.
  • 610 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.