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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AOS holding history

Smith A O Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AOS overviewAll 13F holders of AOSFull Q2 2026 holdings

Shares (Q2 2026)
173,910
Value
$10.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AOS by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026173,910$10.9M<0.1%+70,767+68.6%AddedHolders
Q1 2026103,143$6.80M<0.1%+22,704+28.2%AddedHolders
Q4 202580,439$5.38M<0.1%+14,278+21.6%AddedHolders
Q3 202566,161$4.86M<0.1%+12,754+23.9%AddedHolders
Q2 202553,407$3.50M<0.1%−1,945−3.5%ReducedHolders
Q1 202555,352$3.62M<0.1%+1,388+2.6%AddedHolders
Q4 202453,964$3.68M<0.1%+140+0.3%AddedHolders
Q3 202453,824$4.84M<0.1%−6,270−10.4%ReducedHolders
Q2 202460,094$4.91M<0.1%−5,417−8.3%ReducedHolders
Q1 202465,511$5.86M<0.1%−12,951−16.5%ReducedHolders
Q4 202378,462$6.47M<0.1%+3,934+5.3%AddedHolders
Q3 202374,528$4.93M<0.1%+58,072+352.9%AddedHolders
Q2 202316,456$1.20M<0.1%+326+2.0%AddedHolders
Q1 202316,130$1.12M<0.1%+179+1.1%AddedHolders
Q4 202215,951$913.0K<0.1%+1,861+13.2%AddedHolders
Q3 202214,090$685.0K<0.1%+1,236+9.6%AddedHolders
Q2 202212,854$703.0K<0.1%+7,837+156.2%AddedHolders
Q1 20225,017$321.0K<0.1%−338−6.3%ReducedHolders
Q4 20215,355$460.0K<0.1%+715+15.4%AddedHolders
Q3 20214,640$283.0K<0.1%−146−3.1%ReducedHolders
Q2 20214,786$345.0K<0.1%+322+7.2%AddedHolders
Q1 20214,464$302.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.