Activest Wealth Management
AYI icon

Activest Wealth Management’s Acuity Brands AYI Stock Holding History

Activest Wealth Management’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 		$11.2K Hold
36
– – ﹤0.01% 561
2026
Q2 		$13.6K Buy
+36
New +$10.7K ﹤0.01% 519
2026
Q1 		– Sell
-18
Closed -$5.47K – 1243
2025
Q4 		$6.48K Buy
+18
New +$6.51K ﹤0.01% 733

Other funds holding AYI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
AO
Allen Operations New York $968M AUM 12.84% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

Activest Wealth Management's AYI Position: Q3 2026 in Review

Activest Wealth Management held its Acuity Brands (AYI) position steady in Q3 2026 at 36 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Activest Wealth Management first reported a position in AYI in Q4 2025 and has held it in 3 quarters since. The position peaked at $13.6K in Q2 2026. 434 funds tracked by Wall St. Rank hold AYI as of Q3 2026.

  • Activest Wealth Management held 36 shares of Acuity Brands worth $11.2K as of Q3 2026.
  • Activest Wealth Management left its Acuity Brands share count unchanged in Q3 2026.
  • Acuity Brands made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #561 holding.
  • Activest Wealth Management first reported a position in Acuity Brands in Q4 2025 and has held it in 3 quarters since.
  • Activest Wealth Management's Acuity Brands position peaked at $13.6K in Q2 2026.
  • 434 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.