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Bogart Wealth LLC’s Acuity Brands AYI Stock Holding History

Bogart Wealth LLC’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 		$377 Sell
1
-3
-75% -$889 ﹤0.01% 1844
2026
Q1 		$1.12K Buy
+4
New +$1.22K ﹤0.01% 1416

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's AYI Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Acuity Brands (AYI) stake by 75% in Q2 2026, selling an estimated $889 and leaving 1 share worth $377. The position accounts for ﹤0.01% of the portfolio, ranked #1844.

Bogart Wealth LLC first reported a position in AYI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.12K in Q1 2026. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Bogart Wealth LLC held 1 share of Acuity Brands worth $377 as of Q2 2026.
  • Bogart Wealth LLC sold 3 Acuity Brands shares in Q2 2026, an estimated $889.
  • Acuity Brands made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1844 holding.
  • Bogart Wealth LLC first reported a position in Acuity Brands in Q1 2026 and has held it in 2 quarters since.
  • Bogart Wealth LLC's Acuity Brands position peaked at $1.12K in Q1 2026.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.