Planning Strategies Inc.’s A.O. Smith AOS Stock Holding History

Planning Strategies Inc.’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	$376	Buy	+6	New	+$364	﹤0.01%	906

Other funds holding AOS

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return

Planning Strategies Inc.'s AOS Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in A.O. Smith (AOS) in Q2 2026: 6 shares worth $376. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings.

173 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

Planning Strategies Inc. held 6 shares of A.O. Smith worth $376 as of Q2 2026.
A.O. Smith was a new Planning Strategies Inc. position in Q2 2026.
A.O. Smith made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #906 holding.
173 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.