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Concurrent Investment Advisors’s Acuity Brands AYI Stock Holding History

Concurrent Investment Advisors’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 		$432K Buy
1,147
+42
+4% +$12.4K ﹤0.01% 1487
2026
Q1 		$310K Buy
1,105
+110
+11% +$33.4K ﹤0.01% 1481
2025
Q4 		$358K Buy
995
+21
+2% +$7.59K ﹤0.01% 1296
2025
Q3 		$335K Buy
974
+24
+3% +$7.65K 0.01% 1105
2025
Q2 		$283K Hold
950
– – 0.01% 1086
2025
Q1 		$250K Buy
+950
New +$287K 0.01% 1014

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

Concurrent Investment Advisors's AYI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Acuity Brands (AYI) stake by 3.8% in Q2 2026, buying an estimated $12.4K and bringing the position to 1,147 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

Concurrent Investment Advisors first reported a position in AYI in Q1 2025 and has held it in 6 quarters since. 638 funds tracked by Wall St. Rank hold AYI as of Q2 2026.

  • Concurrent Investment Advisors held 1,147 shares of Acuity Brands worth $432K as of Q2 2026.
  • Concurrent Investment Advisors bought 42 Acuity Brands shares in Q2 2026, an estimated $12.4K.
  • Acuity Brands made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1487 holding.
  • Concurrent Investment Advisors first reported a position in Acuity Brands in Q1 2025 and has held it in 6 quarters since.
  • 638 funds tracked by Wall St. Rank held Acuity Brands as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.