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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Concurrent Investment Advisors's AYI Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Acuity Brands (AYI) stake by 11% in Q1 2026, buying an estimated $33.4K and bringing the position to 1,105 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1481.

Concurrent Investment Advisors first reported a position in AYI in Q1 2025 and has held it in 5 quarters since. The position peaked at $358K in Q4 2025. 581 funds tracked by Wall St. Rank hold AYI as of Q1 2026.

  • Concurrent Investment Advisors held 1,105 shares of Acuity Brands worth $310K as of Q1 2026.
  • Concurrent Investment Advisors bought 110 Acuity Brands shares in Q1 2026, an estimated $33.4K.
  • Acuity Brands made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1481 holding.
  • Concurrent Investment Advisors first reported a position in Acuity Brands in Q1 2025 and has held it in 5 quarters since.
  • Concurrent Investment Advisors's Acuity Brands position peaked at $358K in Q4 2025.
  • 581 funds tracked by Wall St. Rank held Acuity Brands as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.