Superior Planning, LLC’s Acuity Brands AYI Stock Holding History

Superior Planning, LLC’s Portfolio AYI Stock Details AYI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.72K	Buy	+12	New	+$3.99K	﹤0.01%	1318

Other funds holding AYI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Allen Operations New York $968M AUM 12.84% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Superior Planning, LLC's AYI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Acuity Brands (AYI) in Q3 2026: 12 shares worth $3.72K. The stake represents ﹤0.01% of the portfolio and ranks #1318 among its holdings.

434 funds tracked by Wall St. Rank hold AYI as of Q3 2026.

Superior Planning, LLC held 12 shares of Acuity Brands worth $3.72K as of Q3 2026.
Acuity Brands was a new Superior Planning, LLC position in Q3 2026.
Acuity Brands made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1318 holding.
434 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.