Mariner
AOS icon

Mariner’s A.O. Smith AOS Stock Holding History

Mariner’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
Q1 		– Sell
-53,267
Closed -$3.56M – 3557
2025
Q4 		$3.56M Buy
53,267
+21,442
+67% +$1.45M ﹤0.01% 1178
2025
Q3 		$2.34M Buy
31,825
+5,989
+23% +$427K ﹤0.01% 1340
2025
Q2 		$1.69M Buy
25,836
+2,065
+9% +$135K ﹤0.01% 1453
2025
Q1 		$1.55M Buy
23,771
+5,548
+30% +$375K ﹤0.01% 1380
2024
Q4 		$1.24M Sell
18,223
-4,474
-20% -$339K ﹤0.01% 1506
2024
Q3 		$2.04M Buy
22,697
+158
+0.7% +$13.1K ﹤0.01% 1176
2024
Q2 		$1.84M Buy
22,539
+6,233
+38% +$527K ﹤0.01% 1153
2024
Q1 		$1.46M Buy
16,306
+491
+3% +$40.5K ﹤0.01% 1272
2023
Q4 		$1.3M Buy
15,815
+2,947
+23% +$217K ﹤0.01% 1263
2023
Q3 		$851K Sell
12,868
-328
-2% -$23.3K ﹤0.01% 1412
2023
Q2 		$960K Sell
13,196
-217
-2% -$14.9K ﹤0.01% 1339
2023
Q1 		$927K Buy
13,413
+1,322
+11% +$85.9K ﹤0.01% 1305
2022
Q4 		$692K Buy
12,091
+2,898
+32% +$162K ﹤0.01% 1444
2022
Q3 		$447K Buy
+9,193
New +$528K ﹤0.01% 1482
2019
Q3 		– Sell
-5,112
Closed -$241K – 699
2019
Q2 		$241K Buy
+5,112
New +$251K ﹤0.01% 969

Other funds holding AOS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner's AOS Position: Q1 2026 in Review

Mariner sold out of A.O. Smith (AOS) in Q1 2026, closing a stake of 53,267 shares — an estimated $3.56M sold.

Mariner first reported a position in AOS in Q2 2019 and held it in 15 quarters. The position peaked at $3.56M in Q4 2025. 630 funds tracked by Wall St. Rank hold AOS as of Q1 2026.

  • Mariner reported no remaining A.O. Smith position as of Q1 2026 after selling out during the quarter.
  • Mariner sold 53,267 A.O. Smith shares in Q1 2026, an estimated $3.56M.
  • Mariner first reported a position in A.O. Smith in Q2 2019 and held it in 15 quarters.
  • Mariner's A.O. Smith position peaked at $3.56M in Q4 2025.
  • 630 funds tracked by Wall St. Rank held A.O. Smith as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.