Berman McAleer’s Acuity Brands AYI Stock Holding History

Berman McAleer’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	$557K	Hold	1,478	–	–	0.06%	97
2026 Q1	$414K	Hold	1,478	–	–	0.06%	105
2025 Q4	$532K	Hold	1,478	–	–	0.07%	91
2025 Q3	$509K	Buy	+1,478	New	+$471K	0.07%	93

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

Berman McAleer's AYI Position: Q2 2026 in Review

Berman McAleer held its Acuity Brands (AYI) position steady in Q2 2026 at 1,478 shares worth $557K. The position accounts for 0.06% of the portfolio, ranked #97.

Berman McAleer first reported a position in AYI in Q3 2025 and has held it in 4 quarters since. 631 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

Berman McAleer held 1,478 shares of Acuity Brands worth $557K as of Q2 2026.
Berman McAleer left its Acuity Brands share count unchanged in Q2 2026.
Acuity Brands made up 0.06% of Berman McAleer's portfolio in Q2 2026, its #97 holding.
Berman McAleer first reported a position in Acuity Brands in Q3 2025 and has held it in 4 quarters since.
631 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.