Grantham, Mayo, Van Otterloo & Co (GMO)
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Grantham, Mayo, Van Otterloo & Co (GMO)’s A.O. Smith AOS Stock Holding History

Grantham, Mayo, Van Otterloo & Co (GMO)’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 		$1.67M Buy
+26,644
New +$1.61M ﹤0.01% 471
2026
Q1 		– Sell
-50,778
Closed -$3.4M – 637
2025
Q4 		$3.4M Buy
50,778
+18,989
+60% +$1.28M 0.01% 356
2025
Q3 		$2.33M Sell
31,789
-2,429
-7% -$173K 0.01% 363
2025
Q2 		$2.24M Buy
34,218
+27,018
+375% +$1.77M 0.01% 365
2025
Q1 		$471K Buy
+7,200
New +$487K ﹤0.01% 551
2023
Q3 		– Sell
-141,262
Closed -$10.3M – 581
2023
Q2 		$10.3M Hold
141,262
– – 0.05% 255
2023
Q1 		$9.77M Buy
141,262
+59,036
+72% +$3.84M 0.05% 250
2022
Q4 		$4.71M Buy
82,226
+2,489
+3% +$139K 0.03% 345
2022
Q3 		$3.87M Buy
+79,737
New +$4.58M 0.02% 362
2021
Q4 		– Sell
-54,870
Closed -$3.35M – 681
2021
Q3 		$3.35M Buy
54,870
+900
+2% +$62.9K 0.02% 393
2021
Q2 		$3.89M Buy
53,970
+19,952
+59% +$1.38M 0.02% 377
2021
Q1 		$2.3M Buy
34,018
+21,692
+176% +$1.32M 0.01% 453
2020
Q4 		$676K Buy
12,326
+800
+7% +$44.1K ﹤0.01% 640
2020
Q3 		$609K Buy
+11,526
New +$576K ﹤0.01% 600

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

Grantham, Mayo, Van Otterloo & Co (GMO)'s AOS Position: Q2 2026 in Review

Grantham, Mayo, Van Otterloo & Co (GMO) opened a new position in A.O. Smith (AOS) in Q2 2026: 26,644 shares worth $1.67M. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: Grantham, Mayo, Van Otterloo & Co (GMO) previously reported a position in AOS as recently as Q4 2025.

Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in AOS in Q3 2020 and has held it in 14 quarters since. The position peaked at $10.3M in Q2 2023. 612 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Grantham, Mayo, Van Otterloo & Co (GMO) held 26,644 shares of A.O. Smith worth $1.67M as of Q2 2026.
  • A.O. Smith was a new Grantham, Mayo, Van Otterloo & Co (GMO) position in Q2 2026.
  • A.O. Smith made up ﹤0.01% of Grantham, Mayo, Van Otterloo & Co (GMO)'s portfolio in Q2 2026, its #471 holding.
  • Grantham, Mayo, Van Otterloo & Co (GMO) first reported a position in A.O. Smith in Q3 2020 and has held it in 14 quarters since.
  • Grantham, Mayo, Van Otterloo & Co (GMO)'s A.O. Smith position peaked at $10.3M in Q2 2023.
  • 612 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Grantham, Mayo, Van Otterloo & Co (GMO)'s 13F filing for Q2 2026, filed 13 Aug 2026.