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Mesirow Financial Investment Management’s A.O. Smith AOS Stock Holding History

Mesirow Financial Investment Management’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
2025
Q4 		– Sell
-3,055
Closed -$224K – 492
2025
Q3 		$224K Buy
+3,055
New +$218K ﹤0.01% 507
2025
Q1 		– Sell
-3,797
Closed -$259K – 596
2024
Q4 		$259K Buy
3,797
+16
+0.4% +$1.21K 0.01% 494
2024
Q3 		$340K Buy
3,781
+26
+0.7% +$2.15K 0.01% 425
2024
Q2 		$307K Sell
3,755
-10
-0.3% -$846 0.01% 407
2024
Q1 		$337K Sell
3,765
-41
-1% -$3.38K 0.01% 413
2023
Q4 		$314K Buy
+3,806
New +$281K 0.01% 418

Other funds holding AOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Mesirow Financial Investment Management's AOS Position: Q4 2025 in Review

Mesirow Financial Investment Management sold out of A.O. Smith (AOS) in Q4 2025, closing a stake of 3,055 shares — an estimated $224K sold.

Mesirow Financial Investment Management first reported a position in AOS in Q4 2023 and held it in 6 quarters. The position peaked at $340K in Q3 2024. 647 funds tracked by Wall St. Rank hold AOS as of Q4 2025.

  • Mesirow Financial Investment Management reported no remaining A.O. Smith position as of Q4 2025 after selling out during the quarter.
  • Mesirow Financial Investment Management sold 3,055 A.O. Smith shares in Q4 2025, an estimated $224K.
  • Mesirow Financial Investment Management first reported a position in A.O. Smith in Q4 2023 and held it in 6 quarters.
  • Mesirow Financial Investment Management's A.O. Smith position peaked at $340K in Q3 2024.
  • 647 funds tracked by Wall St. Rank held A.O. Smith as of Q4 2025.

Based on Mesirow Financial Investment Management's 13F filing for Q4 2025, filed 5 Feb 2026.