MFG
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Merit Financial Group’s A.O. Smith AOS Stock Holding History

Merit Financial Group’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 		– Sell
-3,736
Closed -$246K – 2366
2026
Q1 		$246K Sell
3,736
-886
-19% -$63.9K ﹤0.01% 1781
2025
Q4 		$309K Buy
+4,622
New +$312K ﹤0.01% 1552

Other funds holding AOS

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Merit Financial Group's AOS Position: Q2 2026 in Review

Merit Financial Group sold out of A.O. Smith (AOS) in Q2 2026, closing a stake of 3,736 shares — an estimated $246K sold.

Merit Financial Group first reported a position in AOS in Q4 2025 and held it in 2 quarters. The position peaked at $309K in Q4 2025. 198 funds tracked by Wall St. Rank hold AOS as of Q2 2026.

  • Merit Financial Group reported no remaining A.O. Smith position as of Q2 2026 after selling out during the quarter.
  • Merit Financial Group sold 3,736 A.O. Smith shares in Q2 2026, an estimated $246K.
  • Merit Financial Group first reported a position in A.O. Smith in Q4 2025 and held it in 2 quarters.
  • Merit Financial Group's A.O. Smith position peaked at $309K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held A.O. Smith as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.