Mercer Global Advisors
AOS icon

Mercer Global Advisors’s A.O. Smith AOS Stock Holding History

Mercer Global Advisors’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 		$2.63M Sell
41,938
-7,346
-15% -$445K ﹤0.01% 1182
2026
Q1 		$3.25M Buy
49,284
+12,529
+34% +$903K ﹤0.01% 966
2025
Q4 		$2.46M Buy
36,755
+12,706
+53% +$859K ﹤0.01% 1014
2025
Q3 		$1.77M Buy
24,049
+5,782
+32% +$413K ﹤0.01% 1088
2025
Q2 		$1.2M Buy
18,267
+2,003
+12% +$131K ﹤0.01% 1120
2025
Q1 		$1.06M Buy
16,264
+1,744
+12% +$118K ﹤0.01% 1112
2024
Q4 		$990K Sell
14,520
-7,031
-33% -$532K ﹤0.01% 1123
2024
Q3 		$1.92M Sell
21,551
-10,019
-32% -$829K ﹤0.01% 784
2024
Q2 		$2.58M Sell
31,570
-1,062
-3% -$89.9K 0.01% 652
2024
Q1 		$2.92M Sell
32,632
-1,488
-4% -$123K 0.01% 614
2023
Q4 		$2.81M Sell
34,120
-42,116
-55% -$3.11M 0.01% 631
2023
Q3 		$5.04M Sell
76,236
-14,698
-16% -$1.04M 0.02% 435
2023
Q2 		$6.62M Sell
90,934
-23,184
-20% -$1.59M 0.03% 377
2023
Q1 		$7.89M Sell
114,118
-393
-0.3% -$25.5K 0.04% 327
2022
Q4 		$6.55M Buy
114,511
+13,105
+13% +$733K 0.03% 364
2022
Q3 		$4.93M Sell
101,406
-978
-1% -$56.2K 0.03% 377
2022
Q2 		$5.6M Buy
102,384
+20
+0% +$1.2K 0.03% 334
2022
Q1 		$6.54M Buy
102,364
+87,188
+575% +$6.35M 0.04% 316
2021
Q4 		$1.3M Sell
15,176
-119
-0.8% -$9.07K 0.01% 776
2021
Q3 		$934K Sell
15,295
-1,435
-9% -$100K 0.01% 886
2021
Q2 		$1.21M Sell
16,730
-628
-4% -$43.3K 0.01% 754
2021
Q1 		$1.17M Buy
17,358
+12,090
+229% +$735K 0.01% 719
2020
Q4 		$289K Sell
5,268
-5,315
-50% -$293K ﹤0.01% 1079
2020
Q3 		$559K Buy
10,583
+449
+4% +$22.4K 0.01% 752
2020
Q2 		$477K Sell
10,134
-952
-9% -$41.6K 0.01% 698
2020
Q1 		$419K Buy
11,086
+2,518
+29% +$107K 0.01% 705
2019
Q4 		$408K Sell
8,568
-2,457
-22% -$119K 0.01% 798
2019
Q3 		$526K Buy
11,025
+220
+2% +$10.2K 0.01% 676
2019
Q2 		$510K Buy
10,805
+3,337
+45% +$164K 0.01% 672
2019
Q1 		$398K Buy
+7,468
New +$371K 0.01% 719

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

Mercer Global Advisors's AOS Position: Q2 2026 in Review

Mercer Global Advisors reduced its A.O. Smith (AOS) stake by 15% in Q2 2026, selling an estimated $445K and leaving 41,938 shares worth $2.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Mercer Global Advisors first reported a position in AOS in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.89M in Q1 2023. 614 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Mercer Global Advisors held 41,938 shares of A.O. Smith worth $2.63M as of Q2 2026.
  • Mercer Global Advisors sold 7,346 A.O. Smith shares in Q2 2026, an estimated $445K.
  • A.O. Smith made up ﹤0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #1182 holding.
  • Mercer Global Advisors first reported a position in A.O. Smith in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's A.O. Smith position peaked at $7.89M in Q1 2023.
  • 614 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.