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Badgley Phelps Wealth Managers’s Acuity Brands AYI Stock Holding History

Badgley Phelps Wealth Managers’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
Q1 		$405K Sell
1,446
-86
-6% -$26.1K 0.01% 255
2025
Q4 		$552K Sell
1,532
-68
-4% -$24.6K 0.01% 230
2025
Q3 		$551K Hold
1,600
– – 0.01% 219
2025
Q2 		$477K Buy
1,600
+86
+6% +$22.3K 0.01% 218
2025
Q1 		$399K Buy
+1,514
New +$458K 0.01% 228

Other funds holding AYI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Badgley Phelps Wealth Managers's AYI Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Acuity Brands (AYI) stake by 5.6% in Q1 2026, selling an estimated $26.1K and leaving 1,446 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #255.

Badgley Phelps Wealth Managers first reported a position in AYI in Q1 2025 and has held it in 5 quarters since. The position peaked at $552K in Q4 2025. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Badgley Phelps Wealth Managers held 1,446 shares of Acuity Brands worth $405K as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 86 Acuity Brands shares in Q1 2026, an estimated $26.1K.
  • Acuity Brands made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #255 holding.
  • Badgley Phelps Wealth Managers first reported a position in Acuity Brands in Q1 2025 and has held it in 5 quarters since.
  • Badgley Phelps Wealth Managers's Acuity Brands position peaked at $552K in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.