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

Cassaday & 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
Q2 		$754 Sell
2
-5
-71% -$1.48K ﹤0.01% 1099
2026
Q1 		$1.96K Buy
+7
New +$2.13K ﹤0.01% 1068

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's AYI Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Acuity Brands (AYI) stake by 71% in Q2 2026, selling an estimated $1.48K and leaving 2 shares worth $754. The position accounts for ﹤0.01% of the portfolio, ranked #1099.

Cassaday & Co Wealth Management first reported a position in AYI in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.96K in Q1 2026. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Cassaday & Co Wealth Management held 2 shares of Acuity Brands worth $754 as of Q2 2026.
  • Cassaday & Co Wealth Management sold 5 Acuity Brands shares in Q2 2026, an estimated $1.48K.
  • Acuity Brands made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #1099 holding.
  • Cassaday & Co Wealth Management first reported a position in Acuity Brands in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Acuity Brands position peaked at $1.96K in Q1 2026.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.