Bartlett & Co Wealth Management’s Acuity Brands AYI Stock Holding History

Bartlett & Co 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 Q1	–	Sell	-437	Closed	-$157K	–	1284
2025 Q4	$157K	Sell	437 -97	-18%	-$35.1K	﹤0.01%	485
2025 Q3	$184K	Hold	534	–	–	﹤0.01%	464
2025 Q2	$159K	Sell	534 -219	-29%	-$56.7K	﹤0.01%	470
2025 Q1	$198K	Sell	753 -219	-23%	-$66.2K	﹤0.01%	447
2024 Q4	$284K	Hold	972	–	–	﹤0.01%	398
2024 Q3	$268K	Hold	972	–	–	﹤0.01%	410
2024 Q2	$235K	Hold	972	–	–	﹤0.01%	423
2024 Q1	$261K	Hold	972	–	–	﹤0.01%	422
2023 Q4	$199K	Hold	972	–	–	﹤0.01%	471
2023 Q3	$166K	Sell	972 -28	-3%	-$4.57K	﹤0.01%	473
2023 Q2	$163K	Sell	1,000 -125	-11%	-$20K	﹤0.01%	482
2023 Q1	$206K	Hold	1,125	–	–	﹤0.01%	379
2022 Q4	$186K	Hold	1,125	–	–	﹤0.01%	393
2022 Q3	$177K	Sell	1,125 -24	-2%	-$4.06K	﹤0.01%	389
2022 Q2	$177K	Buy	1,149 +24	+2%	+$4.07K	﹤0.01%	390
2022 Q1	$213K	Hold	1,125	–	–	﹤0.01%	380
2021 Q4	$238K	Buy	+1,125	New	+$233K	﹤0.01%	371

Other funds holding AYI

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Bartlett & Co Wealth Management's AYI Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Acuity Brands (AYI) in Q1 2026, closing a stake of 437 shares — an estimated $157K sold.

Bartlett & Co Wealth Management first reported a position in AYI in Q4 2021 and held it in 17 quarters. The position peaked at $284K in Q4 2024. 584 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Acuity Brands position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 437 Acuity Brands shares in Q1 2026, an estimated $157K.
Bartlett & Co Wealth Management first reported a position in Acuity Brands in Q4 2021 and held it in 17 quarters.
Bartlett & Co Wealth Management's Acuity Brands position peaked at $284K in Q4 2024.
584 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.