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Elevation Wealth Partners’s Acuity Brands AYI Stock Holding History

Elevation Wealth Partners’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
Q3 		$75.9K Buy
245
+142
+138% +$47.3K 0.02% 260
2026
Q2 		$38.8K Buy
103
+54
+110% +$16K 0.01% 370
2026
Q1 		$13.7K Buy
49
+44
+880% +$13.4K ﹤0.01% 452
2025
Q4 		$1.8K Buy
5
+2
+67% +$723 ﹤0.01% 804
2025
Q3 		$1.03K Buy
+3
New +$957 ﹤0.01% 746

Other funds holding AYI

RP
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

Elevation Wealth Partners's AYI Position: Q3 2026 in Review

Elevation Wealth Partners increased its Acuity Brands (AYI) stake by 138% in Q3 2026, buying an estimated $47.3K and bringing the position to 245 shares worth $75.9K. The position accounts for 0.02% of the portfolio, ranked #260.

Elevation Wealth Partners first reported a position in AYI in Q3 2025 and has held it in 5 quarters since. 19 funds tracked by Wall St. Rank hold AYI as of Q3 2026.

  • Elevation Wealth Partners held 245 shares of Acuity Brands worth $75.9K as of Q3 2026.
  • Elevation Wealth Partners bought 142 Acuity Brands shares in Q3 2026, an estimated $47.3K.
  • Acuity Brands made up 0.02% of Elevation Wealth Partners's portfolio in Q3 2026, its #260 holding.
  • Elevation Wealth Partners first reported a position in Acuity Brands in Q3 2025 and has held it in 5 quarters since.
  • 19 funds tracked by Wall St. Rank held Acuity Brands as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.