Baker Avenue Asset Management’s Acuity Brands AYI Stock Holding History

Baker Avenue Asset 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 Q2	$484K	Buy	1,285 +503	+64%	+$149K	0.01%	509
2026 Q1	$219K	Sell	782 -256	-25%	-$77.8K	0.01%	702
2025 Q4	$374K	Buy	1,038 +361	+53%	+$130K	0.01%	442
2025 Q3	$233K	Buy	+677	New	+$216K	0.01%	550
2023 Q4	–	Sell	-16	Closed	-$2.73K	–	469
2023 Q3	$2.73K	Buy	+16	New	+$2.61K	﹤0.01%	1070
2023 Q2	–	Sell	-3	Closed	-$548	–	1588
2023 Q1	$548	Hold	3	–	–	﹤0.01%	1390
2022 Q4	$497	Buy	+3	New	+$533	﹤0.01%	1317
2020 Q3	–	Sell	-12,936	Closed	-$1.24M	–	221
2020 Q2	$1.24M	Buy	+12,936	New	+$1.14M	0.1%	107

Other funds holding AYI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Baker Avenue Asset Management's AYI Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Acuity Brands (AYI) stake by 64% in Q2 2026, buying an estimated $149K and bringing the position to 1,285 shares worth $484K. The position accounts for 0.01% of the portfolio, ranked #509.

Baker Avenue Asset Management first reported a position in AYI in Q2 2020 and has held it in 8 quarters since. The position peaked at $1.24M in Q2 2020. 634 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

Baker Avenue Asset Management held 1,285 shares of Acuity Brands worth $484K as of Q2 2026.
Baker Avenue Asset Management bought 503 Acuity Brands shares in Q2 2026, an estimated $149K.
Acuity Brands made up 0.01% of Baker Avenue Asset Management's portfolio in Q2 2026, its #509 holding.
Baker Avenue Asset Management first reported a position in Acuity Brands in Q2 2020 and has held it in 8 quarters since.
Baker Avenue Asset Management's Acuity Brands position peaked at $1.24M in Q2 2020.
634 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.