Position in AOS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$592,202
-$305,505 QoQ
Shares Held
9,442
-30.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#325
of 610 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AOS Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026WealthPlan Investment Management, LLC holds $17,429,086 across 9 Specialty Industrial Machinery names. AOS ranks #5 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GEV |
GE Vernova Inc.
|
5,531 | $6,498,150 | |
| 2 | EMR |
Emerson Electric Co
|
29,179 | $4,176,973 | |
| 3 | GGG |
Graco Inc
|
36,172 | $2,734,964 | |
| 4 | DOV |
DOVER Corp
|
9,833 | $2,205,345 | |
| 5 | AOS |
Smith A O Corp
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|
9,442 | $592,202 | |
| 6 | XYL |
Xylem Inc.
|
3,942 | $465,983 | |
| 7 | ETN |
Eaton Corp plc
|
1,054 | $449,130 | |
| 8 | ROK |
Rockwell Automation, Inc
|
530 | $262,392 |
All Filings in AOS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,202 | 9,442 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $897,707 | 13,614 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,443,002 | 21,576 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,250,154 | 44,274 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $2,945,273 | 44,918 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,416,751 | 36,976 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,005,032 | 29,395 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,252,384 | 36,206 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,564,206 | 19,127 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,645,258 | 18,391 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||