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A. O. Smith Corporation shares owned by WealthPlan Investment Management

Quarter-by-quarter ownership of A. O. Smith Corporation (AOS) shares owned by WealthPlan Investment Management from 13F filings

Historical chart of WealthPlan Investment Management investment in A. O. Smith Corporation

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All positions including A. O. Smith Corporation held by WealthPlan Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in A. O. Smith Corporation by WealthPlan Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 44k 73.41
2025-06-30 $2.9M 45k 65.57
2025-03-31 $2.4M 37k 65.36
2024-12-31 $2.0M 29k 68.21
2024-09-30 $3.3M 36k 89.83
2024-06-30 $1.6M 19k 81.78
2024-03-31 $1.6M 18k 89.46

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Top funds holding A. O. Smith Corporation

Vanguard Group
BlackRock
State Street Corporation
Impax Asset Management Group
Invesco
Geode Capital Management
American Century Companies
FMR
Morgan Stanley
First Trust Advisors
Pictet Asset Management Holding SA
ProShare Advisors
Earnest Partners
Dimensional Fund Advisors
Sarasin & Partners

View all funds holding A. O. Smith Corporation