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Apella Capital’s Acuity Brands AYI Stock Holding History

Apella Capital’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
Q2 		$422K Buy
1,243
+7
+0.6% +$2.08K 0.01% 503
2026
Q1 		$362K Buy
1,236
+7
+0.6% +$2.13K 0.01% 517
2025
Q4 		$442K Buy
1,229
+2
+0.2% +$723 0.01% 379
2025
Q3 		$443K Buy
1,227
+6
+0.5% +$1.91K 0.01% 344
2025
Q2 		$375K Buy
1,221
+3
+0.2% +$777 0.01% 325
2025
Q1 		$299K Buy
1,218
+2
+0.2% +$605 0.01% 304
2024
Q4 		$355K Hold
1,216
– – 0.01% 262
2024
Q3 		$365K Buy
1,216
+18
+2% +$4.47K 0.02% 243
2024
Q2 		$283K Buy
+1,198
New +$306K 0.01% 267

Other funds holding AYI

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Apella Capital's AYI Position: Q2 2026 in Review

Apella Capital increased its Acuity Brands (AYI) stake by 0.57% in Q2 2026, buying an estimated $2.08K and bringing the position to 1,243 shares worth $422K. The position accounts for 0.01% of the portfolio, ranked #503.

Apella Capital first reported a position in AYI in Q2 2024 and has held it in 9 quarters since. The position peaked at $443K in Q3 2025. 68 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Apella Capital held 1,243 shares of Acuity Brands worth $422K as of Q2 2026.
  • Apella Capital bought 7 Acuity Brands shares in Q2 2026, an estimated $2.08K.
  • Acuity Brands made up 0.01% of Apella Capital's portfolio in Q2 2026, its #503 holding.
  • Apella Capital first reported a position in Acuity Brands in Q2 2024 and has held it in 9 quarters since.
  • Apella Capital's Acuity Brands position peaked at $443K in Q3 2025.
  • 68 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.