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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
Q2 		$469K Sell
1,246
-200
-14% -$59.3K 0.01% 257
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Badgley Phelps Wealth Managers's AYI Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Acuity Brands (AYI) stake by 14% in Q2 2026, selling an estimated $59.3K and leaving 1,246 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #257.

Badgley Phelps Wealth Managers first reported a position in AYI in Q1 2025 and has held it in 6 quarters since. The position peaked at $552K in Q4 2025. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Badgley Phelps Wealth Managers held 1,246 shares of Acuity Brands worth $469K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 200 Acuity Brands shares in Q2 2026, an estimated $59.3K.
  • Acuity Brands made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #257 holding.
  • Badgley Phelps Wealth Managers first reported a position in Acuity Brands in Q1 2025 and has held it in 6 quarters since.
  • Badgley Phelps Wealth Managers's Acuity Brands position peaked at $552K in Q4 2025.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.