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Bullock Wealth Management’s Acuity Brands AYI Stock Holding History

Bullock 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
2025
Q2 		– Sell
-18
Closed -$4.75K – 593
2025
Q1 		$4.75K Hold
18
– – ﹤0.01% 450
2024
Q4 		$5.26K Buy
+18
New +$5.62K ﹤0.01% 448

Other funds holding AYI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Bullock Wealth Management's AYI Position: Q2 2025 in Review

Bullock Wealth Management sold out of Acuity Brands (AYI) in Q2 2025, closing a stake of 18 shares — an estimated $4.75K sold.

Bullock Wealth Management first reported a position in AYI in Q4 2024 and held it in 2 quarters. The position peaked at $5.26K in Q4 2024. 549 funds tracked by Wall St. Rank hold AYI as of Q2 2025.

  • Bullock Wealth Management reported no remaining Acuity Brands position as of Q2 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 18 Acuity Brands shares in Q2 2025, an estimated $4.75K.
  • Bullock Wealth Management first reported a position in Acuity Brands in Q4 2024 and held it in 2 quarters.
  • Bullock Wealth Management's Acuity Brands position peaked at $5.26K in Q4 2024.
  • 549 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2025.

Based on Bullock Wealth Management's 13F filing for Q2 2025, filed 24 Sep 2026.